Sage Financial Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Sage Financial Group’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	-255	Closed	-$5K	–	61
2017 Q4	$5K	Hold	255	–	–	﹤0.01%	58
2017 Q3	$5K	Hold	255	–	–	﹤0.01%	53
2017 Q2	$4K	Hold	255	–	–	﹤0.01%	55
2017 Q1	$4K	Hold	255	–	–	﹤0.01%	53
2016 Q4	$5K	Buy	+255	New	+$4.42K	﹤0.01%	45

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

Sage Financial Group's POT Position: Q1 2018 in Review

Sage Financial Group sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 255 shares — an estimated $5K sold.

Sage Financial Group first reported a position in POT in Q4 2016 and held it in 5 quarters. The position peaked at $5K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Sage Financial Group reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Sage Financial Group sold 255 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $5K.
Sage Financial Group first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 5 quarters.
Sage Financial Group's Potash Corp Of Saskatchewan position peaked at $5K in Q4 2017.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Sage Financial Group's 13F filing for Q1 2018, filed 26 Apr 2018.