SW
POT

SVB Wealth’s Potash Corp Of Saskatchewan POT Stock Holding History

SVB Wealth’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
-20,001
Closed -$413K – 481
2017
Q4 		$413K Sell
20,001
-1,400
-7% -$27.1K 0.02% 365
2017
Q3 		$412K Buy
+21,401
New +$381K 0.02% 370
2017
Q2 		– Sell
-11,128
Closed -$190K – 504
2017
Q1 		$190K Sell
11,128
-4,848
-30% -$87.8K 0.01% 463
2016
Q4 		$289K Hold
15,976
– – 0.01% 416
2016
Q3 		$261K Buy
+15,976
New +$264K 0.01% 460
2015
Q3 		– Sell
-35,261
Closed -$1.09M – 589
2015
Q2 		$1.09M Buy
35,261
+972
+3% +$31.1K 0.04% 311
2015
Q1 		$1.11M Sell
34,289
-7,331
-18% -$258K 0.04% 305
2014
Q4 		$1.47M Buy
+41,620
New +$1.42M 0.05% 271

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
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

SVB Wealth's POT Position: Q1 2018 in Review

SVB Wealth sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 20,001 shares — an estimated $413K sold.

SVB Wealth first reported a position in POT in Q4 2014 and held it in 8 quarters. The position peaked at $1.47M in Q4 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • SVB Wealth reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • SVB Wealth sold 20,001 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $413K.
  • SVB Wealth first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 8 quarters.
  • SVB Wealth's Potash Corp Of Saskatchewan position peaked at $1.47M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on SVB Wealth's 13F filing for Q1 2018, filed 11 May 2018.