CAW
AGU

Cornerstone Advisors (Washington)’s Agrium AGU Stock Holding History

Cornerstone Advisors (Washington)’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
-233
Closed -$27K – 1223
2017
Q4 		$27K Hold
233
– – 0.02% 426
2017
Q3 		$25K Hold
233
– – 0.02% 438
2017
Q2 		$21K Hold
233
– – 0.01% 487
2017
Q1 		$22K Hold
233
– – 0.01% 478
2016
Q4 		$23K Hold
233
– – 0.02% 458
2016
Q3 		$21K Buy
233
+223
+2,230% +$20.5K 0.02% 496
2016
Q2 		$1K Hold
10
– – ﹤0.01% 856
2016
Q1 		$1K Buy
+10
New +$864 ﹤0.01% 852
2015
Q4 		– Sell
-14
Closed -$1K – 940
2015
Q3 		$1K Hold
14
– – ﹤0.01% 871
2015
Q2 		$1K Hold
14
– – ﹤0.01% 751
2015
Q1 		$1K Buy
+14
New +$1.5K ﹤0.01% 767

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

Cornerstone Advisors (Washington)'s AGU Position: Q1 2018 in Review

Cornerstone Advisors (Washington) sold out of Agrium (AGU) in Q1 2018, closing a stake of 233 shares — an estimated $27K sold.

Cornerstone Advisors (Washington) first reported a position in AGU in Q1 2015 and held it in 11 quarters. The position peaked at $27K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Cornerstone Advisors (Washington) reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 233 Agrium shares in Q1 2018, an estimated $27K.
  • Cornerstone Advisors (Washington) first reported a position in Agrium in Q1 2015 and held it in 11 quarters.
  • Cornerstone Advisors (Washington)'s Agrium position peaked at $27K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2018, filed 19 Apr 2018.