BAM
AGU

Bruderman Asset Management’s Agrium AGU Stock Holding History

Bruderman Asset 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
-29,468
Closed -$3.39M – 353
2017
Q4 		$3.39M Buy
29,468
+28
+0.1% +$3.04K 0.86% 39
2017
Q3 		$3.16M Buy
+29,440
New +$2.94M 0.82% 35

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

Bruderman Asset Management's AGU Position: Q1 2018 in Review

Bruderman Asset Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 29,468 shares — an estimated $3.39M sold.

Bruderman Asset Management first reported a position in AGU in Q3 2017 and held it in 2 quarters. The position peaked at $3.39M in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Bruderman Asset Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 29,468 Agrium shares in Q1 2018, an estimated $3.39M.
  • Bruderman Asset Management first reported a position in Agrium in Q3 2017 and held it in 2 quarters.
  • Bruderman Asset Management's Agrium position peaked at $3.39M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Bruderman Asset Management's 13F filing for Q1 2018, filed 10 May 2018.