Reilly Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-750
| Closed | -$15K | – | 1111 |
|
|
2017
Q4 | $15K | Hold |
750
| – | – | ﹤0.01% | 572 |
|
|
2017
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 577 |
|
|
2017
Q2 | $12K | Hold |
750
| – | – | ﹤0.01% | 616 |
|
|
2017
Q1 | $13K | Hold |
750
| – | – | ﹤0.01% | 569 |
|
|
2016
Q4 | $14K | Hold |
750
| – | – | ﹤0.01% | 510 |
|
|
2016
Q3 | $12K | Buy |
750
+450
| +150% | +$7.43K | ﹤0.01% | 503 |
|
|
2016
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 622 |
|
|
2016
Q1 | $5K | Sell |
300
-2,300
| -88% | -$38.7K | ﹤0.01% | 931 |
|
|
2015
Q4 | $45K | Buy |
2,600
+2,300
| +767% | +$45.8K | 0.01% | 413 |
|
|
2015
Q3 | $6K | Sell |
300
-500
| -63% | -$13.1K | ﹤0.01% | 929 |
|
|
2015
Q2 | $25K | Buy |
800
+350
| +78% | +$11.2K | ﹤0.01% | 620 |
|
|
2015
Q1 | $15K | Sell |
450
-75
| -14% | -$2.64K | ﹤0.01% | 744 |
|
|
2014
Q4 | $19K | Sell |
525
-102
| -16% | -$3.47K | ﹤0.01% | 412 |
|
|
2014
Q3 | $22K | Hold |
627
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $24K | Buy |
627
+102
| +19% | +$3.68K | 0.01% | 382 |
|
|
2014
Q1 | $19K | Buy |
525
+300
| +133% | +$10.1K | ﹤0.01% | 451 |
|
|
2013
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 616 |
|
|
2013
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 550 |
|
|
2013
Q2 | $9K | Buy |
+225
| New | +$9.19K | ﹤0.01% | 510 |
|
Other funds holding POT
Reilly Financial Advisors's POT Position: Q1 2018 in Review
Reilly Financial Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 750 shares — an estimated $15K sold.
Reilly Financial Advisors first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $45K in Q4 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.
- Reilly Financial Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
- Reilly Financial Advisors sold 750 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $15K.
- Reilly Financial Advisors first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
- Reilly Financial Advisors's Potash Corp Of Saskatchewan position peaked at $45K in Q4 2015.
- 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.
Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.