Creative Planning
AGU

Creative Planning’s Agrium AGU Stock Holding History

Creative Planning’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
-3,108
Closed -$357K – 2194
2017
Q4 		$357K Buy
3,108
+437
+16% +$47.4K ﹤0.01% 1265
2017
Q3 		$286K Sell
2,671
-66
-2% -$6.59K ﹤0.01% 1358
2017
Q2 		$248K Sell
2,737
-9
-0.3% -$831 ﹤0.01% 1389
2017
Q1 		$262K Buy
2,746
+159
+6% +$16K ﹤0.01% 1342
2016
Q4 		$260K Sell
2,587
-783
-23% -$75.5K ﹤0.01% 1266
2016
Q3 		$306K Sell
3,370
-46
-1% -$4.23K ﹤0.01% 1168
2016
Q2 		$309K Sell
3,416
-9,983
-75% -$889K ﹤0.01% 1028
2016
Q1 		$1.18M Buy
13,399
+10,408
+348% +$899K 0.01% 451
2015
Q4 		$267K Buy
2,991
+478
+19% +$45.2K ﹤0.01% 1051
2015
Q3 		$225K Buy
+2,513
New +$254K ﹤0.01% 1133
2015
Q2 		– Sell
-3,186
Closed -$332K – 3688
2015
Q1 		$332K Buy
3,186
+65
+2% +$6.94K ﹤0.01% 944
2014
Q4 		$296K Sell
3,121
-200
-6% -$18.7K ﹤0.01% 943
2014
Q3 		$296K Buy
3,321
+2,146
+183% +$197K ﹤0.01% 869
2014
Q2 		$108K Buy
1,175
+224
+24% +$20.8K ﹤0.01% 1391
2014
Q1 		$93K Sell
951
-220
-19% -$20.1K ﹤0.01% 1446
2013
Q4 		$107K Buy
1,171
+207
+21% +$18.3K ﹤0.01% 1165
2013
Q3 		$81K Buy
964
+305
+46% +$26.7K ﹤0.01% 1250
2013
Q2 		$57K Buy
+659
New +$60.1K ﹤0.01% 1317

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

Creative Planning's AGU Position: Q1 2018 in Review

Creative Planning sold out of Agrium (AGU) in Q1 2018, closing a stake of 3,108 shares — an estimated $357K sold.

Creative Planning first reported a position in AGU in Q2 2013 and held it in 18 quarters. The position peaked at $1.18M in Q1 2016. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Creative Planning reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 3,108 Agrium shares in Q1 2018, an estimated $357K.
  • Creative Planning first reported a position in Agrium in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Agrium position peaked at $1.18M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.