Cascade Investment Advisors’s Agrium AGU Stock Holding History

Cascade Investment 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
2018 Q1	–	Sell	-17,920	Closed	-$2.06M	–	225
2017 Q4	$2.06M	Sell	17,920 -165	-0.9%	-$17.9K	1.63%	8
2017 Q3	$1.94M	Sell	18,085 -100	-0.5%	-$9.98K	1.62%	8
2017 Q2	$1.65M	Buy	18,185 +85	+0.5%	+$7.85K	1.4%	20
2017 Q1	$1.73M	Sell	18,100 -1,850	-9%	-$186K	1.52%	17
2016 Q4	$2.01M	Buy	+19,950	New	+$1.92M	1.71%	7
2016 Q2	$1.68M	Buy	+18,565	New	+$1.65M	1.61%	16

Other funds holding AGU

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cascade Investment Advisors's AGU Position: Q1 2018 in Review

Cascade Investment Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 17,920 shares — an estimated $2.06M sold.

Cascade Investment Advisors first reported a position in AGU in Q2 2016 and held it in 6 quarters. The position peaked at $2.06M in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

Cascade Investment Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
Cascade Investment Advisors sold 17,920 Agrium shares in Q1 2018, an estimated $2.06M.
Cascade Investment Advisors first reported a position in Agrium in Q2 2016 and held it in 6 quarters.
Cascade Investment Advisors's Agrium position peaked at $2.06M in Q4 2017.
4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Cascade Investment Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.