Dynamic Advisor Solutions’s Agrium AGU Stock Holding History

Dynamic Advisor Solutions’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
2017 Q1	–	Sell	-38,693	Closed	-$3.89M	–	229
2016 Q4	$3.89M	Buy	38,693 +148	+0.4%	+$14.3K	1.55%	15
2016 Q3	$3.5M	Buy	38,545 +950	+3%	+$87.3K	1.32%	17
2016 Q2	$3.4M	Buy	+37,595	New	+$3.35M	1.38%	16
2015 Q1	–	Sell	-9,798	Closed	-$928K	–	217
2014 Q4	$928K	Sell	9,798 -88	-0.9%	-$8.24K	0.5%	63
2014 Q3	$880K	Buy	9,886 +1,612	+19%	+$148K	0.48%	61
2014 Q2	$758K	Sell	8,274 -214	-3%	-$19.9K	0.46%	69
2014 Q1	$828K	Buy	8,488 +3,046	+56%	+$279K	0.56%	56
2013 Q4	$497K	Buy	+5,442	New	+$481K	0.37%	96

Other funds holding AGU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Dynamic Advisor Solutions's AGU Position: Q1 2017 in Review

Dynamic Advisor Solutions sold out of Agrium (AGU) in Q1 2017, closing a stake of 38,693 shares — an estimated $3.89M sold.

Dynamic Advisor Solutions first reported a position in AGU in Q4 2013 and held it in 8 quarters. The position peaked at $3.89M in Q4 2016. 332 funds tracked by Wall St. Rank hold AGU as of Q1 2017.

Dynamic Advisor Solutions reported no remaining Agrium position as of Q1 2017 after selling out during the quarter.
Dynamic Advisor Solutions sold 38,693 Agrium shares in Q1 2017, an estimated $3.89M.
Dynamic Advisor Solutions first reported a position in Agrium in Q4 2013 and held it in 8 quarters.
Dynamic Advisor Solutions's Agrium position peaked at $3.89M in Q4 2016.
332 funds tracked by Wall St. Rank held Agrium as of Q1 2017.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2017, filed 10 Apr 2017.