SRC
POT

Shufro Rose & Co’s Potash Corp Of Saskatchewan POT Stock Holding History

Shufro Rose & Co’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
-165,435
Closed -$3.42M – 310
2017
Q4 		$3.42M Sell
165,435
-6,920
-4% -$134K 0.34% 70
2017
Q3 		$3.32M Sell
172,355
-18,550
-10% -$331K 0.33% 68
2017
Q2 		$3.11M Sell
190,905
-3,640
-2% -$60.2K 0.33% 64
2017
Q1 		$3.32M Sell
194,545
-41,790
-18% -$757K 0.36% 64
2016
Q4 		$4.28M Buy
236,335
+2,140
+0.9% +$37.1K 0.48% 52
2016
Q3 		$3.82M Sell
234,195
-7,646
-3% -$126K 0.43% 60
2016
Q2 		$3.93M Sell
241,841
-5,345
-2% -$89.5K 0.43% 60
2016
Q1 		$4.21M Buy
247,186
+7,291
+3% +$123K 0.47% 57
2015
Q4 		$4.11M Sell
239,895
-434,635
-64% -$8.65M 0.47% 60
2015
Q3 		$13.9M Buy
674,530
+13,555
+2% +$355K 1.67% 14
2015
Q2 		$20.5M Buy
660,975
+119,905
+22% +$3.84M 2.17% 10
2015
Q1 		$17.4M Buy
541,070
+399,630
+283% +$14.1M 1.79% 15
2014
Q4 		$5M Buy
141,440
+4,205
+3% +$143K 0.51% 60
2014
Q3 		$4.74M Buy
137,235
+700
+0.5% +$24.8K 0.49% 62
2014
Q2 		$5.18M Buy
136,535
+45
+0% +$1.62K 0.53% 60
2014
Q1 		$4.94M Buy
+136,490
New +$4.59M 0.52% 58

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

Shufro Rose & Co's POT Position: Q1 2018 in Review

Shufro Rose & Co sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 165,435 shares — an estimated $3.42M sold.

Shufro Rose & Co first reported a position in POT in Q1 2014 and held it in 16 quarters. The position peaked at $20.5M in Q2 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Shufro Rose & Co reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Shufro Rose & Co sold 165,435 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $3.42M.
  • Shufro Rose & Co first reported a position in Potash Corp Of Saskatchewan in Q1 2014 and held it in 16 quarters.
  • Shufro Rose & Co's Potash Corp Of Saskatchewan position peaked at $20.5M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Shufro Rose & Co's 13F filing for Q1 2018, filed 4 May 2018.