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
2015 Q2	–	Sell	-500	Closed	-$3K	–	3687
2015 Q1	$3K	Buy	+500	New	+$53.4K	﹤0.01%	3813

Other funds holding AGU

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B 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 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.