Creative Financial Designs’s Agrium AGU Stock Holding History

Creative Financial Designs’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	-13	Closed	-$1K	–	800
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	687
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	723
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	741
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	694
2016 Q4	$1K	Buy	+13	New	+$1.25K	﹤0.01%	708

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

Creative Financial Designs's AGU Position: Q1 2018 in Review

Creative Financial Designs sold out of Agrium (AGU) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in AGU in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

Creative Financial Designs reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 13 Agrium shares in Q1 2018, an estimated $1K.
Creative Financial Designs first reported a position in Agrium in Q4 2016 and held it in 5 quarters.
Creative Financial Designs's Agrium position peaked at $1K in Q4 2017.
4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.