Wealthcare Capital Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Wealthcare Capital Management’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	-535	Closed	-$11K	–	243
2017 Q4	$11K	Hold	535	–	–	﹤0.01%	136
2017 Q3	$10K	Hold	535	–	–	﹤0.01%	131
2017 Q2	$9K	Hold	535	–	–	﹤0.01%	127
2017 Q1	$9K	Hold	535	–	–	﹤0.01%	130
2016 Q4	$10K	Buy	+535	New	+$9.27K	﹤0.01%	124
2015 Q3	–	Sell	-153	Closed	–	–	415
2015 Q2	$0	Sell	153 -425	-74%	-$13.6K	﹤0.01%	989
2015 Q1	$19K	Buy	+578	New	+$20.3K	﹤0.01%	413

Other funds holding POT

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Wealthcare Capital Management's POT Position: Q1 2018 in Review

Wealthcare Capital Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 535 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in POT in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q1 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Wealthcare Capital Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Wealthcare Capital Management sold 535 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $11K.
Wealthcare Capital Management first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 7 quarters.
Wealthcare Capital Management's Potash Corp Of Saskatchewan position peaked at $19K in Q1 2015.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Wealthcare Capital Management's 13F filing for Q1 2018, filed 15 May 2018.