TL
POT

TrueWealth LLC’s Potash Corp Of Saskatchewan POT Stock Holding History

TrueWealth LLC’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
-2,330
Closed -$48K – 969
2017
Q4 		$48K Buy
+2,330
New +$45.2K 0.02% 291

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

TrueWealth LLC's POT Position: Q1 2018 in Review

TrueWealth LLC sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 2,330 shares — an estimated $48K sold.

TrueWealth LLC first reported a position in POT in Q4 2017 and held it in 1 quarter. The position peaked at $48K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • TrueWealth LLC reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • TrueWealth LLC sold 2,330 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $48K.
  • TrueWealth LLC first reported a position in Potash Corp Of Saskatchewan in Q4 2017 and held it in 1 quarter.
  • TrueWealth LLC's Potash Corp Of Saskatchewan position peaked at $48K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.