SSG
POT

Summit Securities Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Summit Securities 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
-18,899
Closed -$390K – 257
2017
Q4 		$390K Buy
+18,899
New +$366K 0.05% 112
2017
Q2 		– Sell
-24,200
Closed -$413K – 415
2017
Q1 		$413K Buy
+24,200
New +$438K 0.12% 184
2016
Q1 		– Sell
-2,000
Closed -$34K – 373
2015
Q4 		$34K Buy
+2,000
New +$39.8K 0.01% 229
2015
Q3 		– Sell
-100
Closed -$2.62K – 595
2015
Q2 		$3K Buy
+100
New +$3.2K ﹤0.01% 425
2015
Q1 		– Sell
-54,100
Closed -$1.91M – 716
2014
Q4 		$1.91M Sell
54,100
-1,500
-3% -$51.1K 0.55% 37
2014
Q3 		$1.92M Buy
55,600
+40,600
+271% +$1.44M 0.56% 46
2014
Q2 		$569K Buy
+15,000
New +$541K 0.2% 84
2014
Q1 		– Sell
-10,700
Closed -$353K – 648
2013
Q4 		$353K Buy
10,700
+800
+8% +$25.5K 0.06% 134
2013
Q3 		$310K Buy
+9,900
New +$328K 0.11% 92

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

Summit Securities Group's POT Position: Q1 2018 in Review

Summit Securities Group sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 18,899 shares — an estimated $390K sold.

Summit Securities Group first reported a position in POT in Q3 2013 and held it in 9 quarters. The position peaked at $1.92M in Q3 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Summit Securities Group reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Summit Securities Group sold 18,899 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $390K.
  • Summit Securities Group first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 9 quarters.
  • Summit Securities Group's Potash Corp Of Saskatchewan position peaked at $1.92M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Summit Securities Group's 13F filing for Q1 2018, filed 1 May 2018.