TCI Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-900
| Closed | -$19K | – | 1494 |
|
|
2017
Q4 | $19K | Hold |
900
| – | – | 0.01% | 513 |
|
|
2017
Q3 | $17K | Hold |
900
| – | – | 0.01% | 495 |
|
|
2017
Q2 | $15K | Hold |
900
| – | – | 0.01% | 520 |
|
|
2017
Q1 | $15K | Sell |
900
-800
| -47% | -$14.5K | 0.01% | 508 |
|
|
2016
Q4 | $31K | Buy |
1,700
+200
| +13% | +$3.47K | 0.02% | 409 |
|
|
2016
Q3 | $24K | Hold |
1,500
| – | – | 0.01% | 419 |
|
|
2016
Q2 | $24K | Hold |
1,500
| – | – | 0.01% | 411 |
|
|
2016
Q1 | $26K | Hold |
1,500
| – | – | 0.01% | 399 |
|
|
2015
Q4 | $26K | Sell |
1,500
-1,031
| -41% | -$20.5K | 0.01% | 401 |
|
|
2015
Q3 | $52K | Hold |
2,531
| – | – | 0.03% | 278 |
|
|
2015
Q2 | $78K | Hold |
2,531
| – | – | 0.04% | 224 |
|
|
2015
Q1 | $82K | Hold |
2,531
| – | – | 0.05% | 191 |
|
|
2014
Q4 | $89K | Buy |
2,531
+1,031
| +69% | +$35.1K | 0.06% | 191 |
|
|
2014
Q3 | $52K | Hold |
1,500
| – | – | 0.03% | 235 |
|
|
2014
Q2 | $57K | Hold |
1,500
| – | – | 0.03% | 240 |
|
|
2014
Q1 | $54K | Hold |
1,500
| – | – | 0.04% | 229 |
|
|
2013
Q4 | $49K | Sell |
1,500
-400
| -21% | -$12.8K | 0.03% | 251 |
|
|
2013
Q3 | $59K | Buy |
1,900
+5
| +0.3% | +$166 | 0.04% | 199 |
|
|
2013
Q2 | $72K | Buy |
+1,895
| New | +$77.4K | 0.05% | 187 |
|
Other funds holding POT
TCI Wealth Advisors's POT Position: Q1 2018 in Review
TCI Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 900 shares — an estimated $19K sold.
TCI Wealth Advisors first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $89K in Q4 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.
- TCI Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
- TCI Wealth Advisors sold 900 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $19K.
- TCI Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
- TCI Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $89K in Q4 2014.
- 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.
Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.