Pathstone Family Office’s Potash Corp Of Saskatchewan POT Stock Holding History

Pathstone Family Office’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	-60	Closed	-$1K	–	392
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	157
2017 Q3	$1K	Hold	60	–	–	﹤0.01%	168
2017 Q2	$1K	Hold	60	–	–	﹤0.01%	375
2017 Q1	$1K	Buy	+60	New	+$1.09K	﹤0.01%	557
2016 Q4	–	Sell	-60	Closed	-$1K	–	231
2016 Q3	$1K	Hold	60	–	–	﹤0.01%	194
2016 Q2	$1K	Hold	60	–	–	﹤0.01%	195
2016 Q1	$1K	Buy	+60	New	+$1.01K	﹤0.01%	170
2013 Q3	–	Sell	-21	Closed	-$1K	–	464
2013 Q2	$1K	Buy	+21	New	+$858	﹤0.01%	366

Other funds holding POT

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Pathstone Family Office's POT Position: Q1 2018 in Review

Pathstone Family Office sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 60 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in POT in Q2 2013 and held it in 8 quarters. The position peaked at $1K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Pathstone Family Office reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Pathstone Family Office sold 60 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $1K.
Pathstone Family Office first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 8 quarters.
Pathstone Family Office's Potash Corp Of Saskatchewan position peaked at $1K in Q4 2017.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Pathstone Family Office's 13F filing for Q1 2018, filed 15 May 2018.