UCFA
POT

United Capital Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

United Capital Financial Advisors’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
-57,725
Closed -$1.19M – 1401
2017
Q4 		$1.19M Buy
57,725
+967
+2% +$18.7K 0.01% 740
2017
Q3 		$1.09M Buy
56,758
+2,279
+4% +$40.6K 0.01% 754
2017
Q2 		$1.15M Sell
54,479
-1,781
-3% -$29.5K 0.01% 729
2017
Q1 		$961K Buy
56,260
+2,790
+5% +$50.6K 0.01% 757
2016
Q4 		$967K Buy
53,470
+680
+1% +$11.8K 0.01% 761
2016
Q3 		$862K Buy
52,790
+10,137
+24% +$167K 0.01% 815
2016
Q2 		$682K Sell
42,653
-52,685
-55% -$882K 0.01% 840
2016
Q1 		$1.62M Sell
95,338
-20,238
-18% -$340K 0.02% 581
2015
Q4 		$1.98M Sell
115,576
-42,072
-27% -$837K 0.02% 550
2015
Q3 		$3.24M Buy
157,648
+13,937
+10% +$365K 0.04% 415
2015
Q2 		$4.45M Sell
143,711
-107,581
-43% -$3.44M 0.05% 363
2015
Q1 		$8.2M Buy
251,292
+147,113
+141% +$5.17M 0.1% 254
2014
Q4 		$3.68M Buy
104,179
+744
+0.7% +$25.3K 0.06% 317
2014
Q3 		$3.58M Buy
+103,435
New +$3.66M 0.06% 308

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

United Capital Financial Advisors's POT Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 57,725 shares — an estimated $1.19M sold.

United Capital Financial Advisors first reported a position in POT in Q3 2014 and held it in 14 quarters. The position peaked at $8.2M in Q1 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 57,725 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $1.19M.
  • United Capital Financial Advisors first reported a position in Potash Corp Of Saskatchewan in Q3 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's Potash Corp Of Saskatchewan position peaked at $8.2M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.