VFA
POT

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

Valeo 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
-19,264
Closed -$398K – 1652
2017
Q4 		$398K Buy
19,264
+11,464
+147% +$222K 0.07% 173
2017
Q3 		$150K Buy
+7,800
New +$139K 0.03% 234

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

Valeo Financial Advisors's POT Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 19,264 shares — an estimated $398K sold.

Valeo Financial Advisors first reported a position in POT in Q3 2017 and held it in 2 quarters. The position peaked at $398K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 19,264 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $398K.
  • Valeo Financial Advisors first reported a position in Potash Corp Of Saskatchewan in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Potash Corp Of Saskatchewan position peaked at $398K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.