PVWM
POT

Point View Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Point View Wealth Management’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
-42,582
Closed -$879K – 270
2017
Q4 		$879K Sell
42,582
-919
-2% -$17.8K 0.42% 82
2017
Q3 		$837K Buy
43,501
+3,312
+8% +$59K 0.4% 89
2017
Q2 		$655K Buy
40,189
+5
+0% +$83 0.32% 116
2017
Q1 		$686K Buy
40,184
+1,941
+5% +$35.2K 0.35% 102
2016
Q4 		$692K Sell
38,243
-2,020
-5% -$35K 0.4% 88
2016
Q3 		$657K Buy
40,263
+2,785
+7% +$46K 0.39% 95
2016
Q2 		$609K Buy
37,478
+13,130
+54% +$220K 0.37% 100
2016
Q1 		$414K Buy
24,348
+10,966
+82% +$184K 0.27% 123
2015
Q4 		$229K Buy
+13,382
New +$266K 0.17% 172

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Point View Wealth Management's POT Position: Q1 2018 in Review

Point View Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 42,582 shares — an estimated $879K sold.

Point View Wealth Management first reported a position in POT in Q4 2015 and held it in 9 quarters. The position peaked at $879K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Point View Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Point View Wealth Management sold 42,582 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $879K.
  • Point View Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 9 quarters.
  • Point View Wealth Management's Potash Corp Of Saskatchewan position peaked at $879K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Point View Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.