OWP
POT
Obermeyer Wealth Partners’s Potash Corp Of Saskatchewan POT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,671
| Closed | -$199K | – | 133 |
|
|
2016
Q1 | $199K | Hold |
11,671
| – | – | 0.02% | 119 |
|
|
2015
Q4 | $200K | Buy |
+11,671
| New | +$200K | 0.02% | 119 |
|
|
2015
Q3 | – | Sell |
-11,521
| Closed | -$357K | – | 131 |
|
|
2015
Q2 | $357K | Sell |
11,521
-630,459
| -98% | -$19.5M | 0.03% | 99 |
|
|
2015
Q1 | $20.7M | Buy |
641,980
+12,943
| +2% | +$417K | 1.69% | 22 |
|
|
2014
Q4 | $22.2M | Buy |
629,037
+14,240
| +2% | +$503K | 2.01% | 14 |
|
|
2014
Q3 | $21.2M | Buy |
614,797
+795
| +0.1% | +$27.5K | 5.22% | 4 |
|
|
2014
Q2 | $23.3M | Buy |
614,002
+11,589
| +2% | +$440K | 5.67% | 5 |
|
|
2014
Q1 | $21.8M | Sell |
602,413
-2,184
| -0.4% | -$79.1K | 5.45% | 5 |
|
|
2013
Q4 | $19.9M | Buy |
604,597
+39,725
| +7% | +$1.31M | 5.09% | 4 |
|
|
2013
Q3 | $17.7M | Buy |
564,872
+35,613
| +7% | +$1.11M | 4.96% | 4 |
|
|
2013
Q2 | $20.2M | Buy |
+529,259
| New | +$20.2M | 5.59% | 3 |
|