SFG
POT

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

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 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.