BB
AGU

Bell Bank’s Agrium AGU Stock Holding History

Bell Bank’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
-14,505
Closed -$1.67M – 147
2017
Q4 		$1.67M Sell
14,505
-3,331
-19% -$361K 0.47% 47
2017
Q3 		$1.91M Sell
17,836
-72
-0.4% -$7.19K 0.56% 47
2017
Q2 		$1.62M Buy
17,908
+3,261
+22% +$301K 0.57% 48
2017
Q1 		$1.4M Sell
14,647
-278
-2% -$28K 0.52% 51
2016
Q4 		$1.5M Buy
14,925
+4,921
+49% +$474K 0.59% 49
2016
Q3 		$907K Buy
+10,004
New +$920K 0.57% 49

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 $873M AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return