Carson Wealth (CWM LLC)
AGU

Carson Wealth (CWM LLC)’s Agrium AGU Stock Holding History

Carson Wealth (CWM LLC)’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
2017
Q4 		– Sell
-22
Closed -$2K – 1653
2017
Q3 		$2K Buy
+22
New +$2.2K ﹤0.01% 1333

Other funds holding AGU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGU Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Agrium (AGU) in Q4 2017, closing a stake of 22 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in AGU in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 318 funds tracked by Wall St. Rank hold AGU as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Agrium position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 Agrium shares in Q4 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Agrium in Q3 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Agrium position peaked at $2K in Q3 2017.
  • 318 funds tracked by Wall St. Rank held Agrium as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.