OFG
POT

OTA Financial Group’s Potash Corp Of Saskatchewan POT Stock Holding History

OTA Financial Group’s Portfolio POT Stock Details POT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-22,824
Closed -$471K – 97
2017
Q4 		$471K Buy
+22,824
New +$442K 0.19% 43
2017
Q3 		– Sell
-328,400
Closed -$5.61M – 82
2017
Q2 		$5.61M Hold
328,400
– – 3.69% 5
2017
Q1 		$5.61M Buy
328,400
+133,097
+68% +$2.41M 3.52% 5
2016
Q4 		$3.53M Buy
+195,303
New +$3.38M 1.85% 13

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

OTA Financial Group's POT Position: Q1 2018 in Review

OTA Financial Group sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 22,824 shares — an estimated $471K sold.

OTA Financial Group first reported a position in POT in Q4 2016 and held it in 4 quarters. The position peaked at $5.61M in Q2 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • OTA Financial Group reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • OTA Financial Group sold 22,824 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $471K.
  • OTA Financial Group first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 4 quarters.
  • OTA Financial Group's Potash Corp Of Saskatchewan position peaked at $5.61M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on OTA Financial Group's 13F filing for Q1 2018, filed 19 Apr 2018.