Baird Financial Group
AGU

Baird Financial Group’s Agrium AGU Stock Holding History

Baird Financial Group’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
-8,419
Closed -$968K – 1338
2017
Q4 		$968K Buy
8,419
+1,568
+23% +$170K 0.01% 832
2017
Q3 		$734K Sell
6,851
-33
-0.5% -$3.29K 0.01% 886
2017
Q2 		$623K Buy
+6,884
New +$636K ﹤0.01% 908
2015
Q4 		– Sell
-10,993
Closed -$984K – 1307
2015
Q3 		$984K Buy
+10,993
New +$1.11M 0.01% 702

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Baird Financial Group's AGU Position: Q1 2018 in Review

Baird Financial Group sold out of Agrium (AGU) in Q1 2018, closing a stake of 8,419 shares — an estimated $968K sold.

Baird Financial Group first reported a position in AGU in Q3 2015 and held it in 4 quarters. The position peaked at $984K in Q3 2015. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Baird Financial Group reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Baird Financial Group sold 8,419 Agrium shares in Q1 2018, an estimated $968K.
  • Baird Financial Group first reported a position in Agrium in Q3 2015 and held it in 4 quarters.
  • Baird Financial Group's Agrium position peaked at $984K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Baird Financial Group's 13F filing for Q1 2018, filed 14 May 2018.