Parnassus Investments
POT

Parnassus Investments’s Potash Corp Of Saskatchewan POT Stock Holding History

Parnassus Investments’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
-1,250,000
Closed -$25.8M – 90
2017
Q4 		$25.8M Sell
1,250,000
-450,000
-26% -$8.72M 0.1% 70
2017
Q3 		$32.7M Hold
1,700,000
– – 0.13% 72
2017
Q2 		$27.7M Hold
1,700,000
– – 0.12% 69
2017
Q1 		$29M Buy
1,700,000
+300,000
+21% +$5.44M 0.14% 65
2016
Q4 		$25.3M Hold
1,400,000
– – 0.13% 67
2016
Q3 		$22.8M Buy
1,400,000
+300,000
+27% +$4.95M 0.12% 65
2016
Q2 		$17.9M Hold
1,100,000
– – 0.11% 64
2016
Q1 		$18.7M Hold
1,100,000
– – 0.12% 62
2015
Q4 		$18.8M Buy
1,100,000
+650,000
+144% +$12.9M 0.13% 65
2015
Q3 		$9.25M Hold
450,000
– – 0.07% 77
2015
Q2 		$13.9M Hold
450,000
– – 0.1% 67
2015
Q1 		$14.5M Hold
450,000
– – 0.1% 74
2014
Q4 		$15.9M Buy
450,000
+100,000
+29% +$3.4M 0.12% 72
2014
Q3 		$12.1M Hold
350,000
– – 0.1% 78
2014
Q2 		$13.3M Buy
350,000
+100,000
+40% +$3.61M 0.12% 83
2014
Q1 		$9.05M Buy
+250,000
New +$8.41M 0.09% 88

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

Parnassus Investments's POT Position: Q1 2018 in Review

Parnassus Investments sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,250,000 shares — an estimated $25.8M sold.

Parnassus Investments first reported a position in POT in Q1 2014 and held it in 16 quarters. The position peaked at $32.7M in Q3 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Parnassus Investments reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Parnassus Investments sold 1,250,000 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $25.8M.
  • Parnassus Investments first reported a position in Potash Corp Of Saskatchewan in Q1 2014 and held it in 16 quarters.
  • Parnassus Investments's Potash Corp Of Saskatchewan position peaked at $32.7M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Parnassus Investments's 13F filing for Q1 2018, filed 30 Apr 2018.