RWA
POT

Ropes Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

Ropes Wealth Advisors’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
-1,300
Closed -$27K – 829
2017
Q4 		$27K Buy
1,300
+1,000
+333% +$19.4K 0.01% 405
2017
Q3 		$6K Hold
300
– – ﹤0.01% 587
2017
Q2 		$5K Hold
300
– – ﹤0.01% 483
2017
Q1 		$5K Hold
300
– – ﹤0.01% 474
2016
Q4 		$5K Sell
300
-1,340
-82% -$23.2K ﹤0.01% 466
2016
Q3 		$27K Buy
1,640
+1,340
+447% +$22.1K 0.01% 332
2016
Q2 		$5K Hold
300
– – ﹤0.01% 400
2016
Q1 		$5K Sell
300
-4,270
-93% -$71.8K ﹤0.01% 363
2015
Q4 		$78K Buy
4,570
+4,270
+1,423% +$85K 0.03% 216
2015
Q3 		$6K Hold
300
– – ﹤0.01% 362
2015
Q2 		$9K Sell
300
-50
-14% -$1.6K ﹤0.01% 260
2015
Q1 		$11K Buy
+350
New +$12.3K 0.01% 255

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

Ropes Wealth Advisors's POT Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,300 shares — an estimated $27K sold.

Ropes Wealth Advisors first reported a position in POT in Q1 2015 and held it in 12 quarters. The position peaked at $78K in Q4 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,300 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $27K.
  • Ropes Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 12 quarters.
  • Ropes Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $78K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.