BRWA
AGU

B. Riley Wealth Advisors’s Agrium AGU Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-161
Closed -$15 – 2436
2014
Q4 		$15 Buy
+161
New +$15.1K ﹤0.01% 2690
2014
Q3 		– Sell
-250
Closed -$22.9K – 2256
2014
Q2 		$22.9K Buy
+250
New +$23.2K 0.01% 1409

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

B. Riley Wealth Advisors's AGU Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Agrium (AGU) in Q1 2015, closing a stake of 161 shares — an estimated $15 sold.

B. Riley Wealth Advisors first reported a position in AGU in Q2 2014 and held it in 2 quarters. The position peaked at $22.9K in Q2 2014. 341 funds tracked by Wall St. Rank hold AGU as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Agrium position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 161 Agrium shares in Q1 2015, an estimated $15.
  • B. Riley Wealth Advisors first reported a position in Agrium in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Agrium position peaked at $22.9K in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Agrium as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.