WA
POT

Waverly Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

Waverly 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
-2,185
Closed -$45K – 396
2017
Q4 		$45K Buy
+2,185
New +$42.4K 0.01% 260
2014
Q4 		– Sell
-376
Closed -$13K – 737
2014
Q3 		$13K Buy
+376
New +$13.3K 0.01% 423
2014
Q1 		– Sell
-400
Closed -$13K – 871
2013
Q4 		$13K Hold
400
– – ﹤0.01% 522
2013
Q3 		$13K Buy
+400
New +$13.3K 0.01% 420

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Waverly Advisors's POT Position: Q1 2018 in Review

Waverly Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 2,185 shares — an estimated $45K sold.

Waverly Advisors first reported a position in POT in Q3 2013 and held it in 4 quarters. The position peaked at $45K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Waverly Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 2,185 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $45K.
  • Waverly Advisors first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's Potash Corp Of Saskatchewan position peaked at $45K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.