WAM
POT

Wealthspire Advisors (Maryland)’s Potash Corp Of Saskatchewan POT Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,546
Closed -$32K – 2751
2017
Q4 		$32K Sell
1,546
-574
-27% -$11.1K ﹤0.01% 1170
2017
Q3 		$41K Sell
2,120
-195
-8% -$3.48K ﹤0.01% 1053
2017
Q2 		$38K Buy
2,315
+800
+53% +$13.2K ﹤0.01% 1045
2017
Q1 		$26K Buy
1,515
+50
+3% +$906 ﹤0.01% 1005
2016
Q4 		$27K Sell
1,465
-2,200
-60% -$38.1K ﹤0.01% 942
2016
Q3 		$60K Buy
3,665
+200
+6% +$3.3K 0.01% 728
2016
Q2 		$56K Buy
3,465
+2,200
+174% +$36.8K 0.01% 709
2016
Q1 		$22K Buy
1,265
+1,000
+377% +$16.8K ﹤0.01% 949
2015
Q4 		$5K Buy
+265
New +$5.27K ﹤0.01% 1376

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

Wealthspire Advisors (Maryland)'s POT Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,546 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in POT in Q4 2015 and held it in 9 quarters. The position peaked at $60K in Q3 2016. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,546 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Potash Corp Of Saskatchewan position peaked at $60K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.