AIM
AGU

Advantage Investment Management’s Agrium AGU Stock Holding History

Advantage Investment Management’s Portfolio AGU Stock Details AGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$12K – 1105
2017
Q4 		$12K Hold
100
– – ﹤0.01% 663
2017
Q3 		$11K Hold
100
– – ﹤0.01% 683
2017
Q2 		$9K Sell
100
-90
-47% -$8.31K ﹤0.01% 737
2017
Q1 		$18K Buy
+190
New +$19.1K 0.01% 573
2015
Q1 		– Sell
-200
Closed -$19K – 919
2014
Q4 		$19K Buy
+200
New +$18.7K 0.01% 439

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advantage Investment Management's AGU Position: Q1 2018 in Review

Advantage Investment Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 100 shares — an estimated $12K sold.

Advantage Investment Management first reported a position in AGU in Q4 2014 and held it in 5 quarters. The position peaked at $19K in Q4 2014. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Advantage Investment Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 100 Agrium shares in Q1 2018, an estimated $12K.
  • Advantage Investment Management first reported a position in Agrium in Q4 2014 and held it in 5 quarters.
  • Advantage Investment Management's Agrium position peaked at $19K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

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