EWM
AGU

Elite Wealth Management’s Agrium AGU Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-517
Closed -$47K – 758
2013
Q4 		$47K Sell
517
-583
-53% -$51.5K 0.03% 166
2013
Q3 		$92K Buy
1,100
+600
+120% +$52.5K 0.08% 124
2013
Q2 		$43K Buy
+500
New +$45.6K 0.06% 131

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elite Wealth Management's AGU Position: Q1 2014 in Review

Elite Wealth Management sold out of Agrium (AGU) in Q1 2014, closing a stake of 517 shares — an estimated $47K sold.

Elite Wealth Management first reported a position in AGU in Q2 2013 and held it in 3 quarters. The position peaked at $92K in Q3 2013. 325 funds tracked by Wall St. Rank hold AGU as of Q1 2014.

  • Elite Wealth Management reported no remaining Agrium position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 517 Agrium shares in Q1 2014, an estimated $47K.
  • Elite Wealth Management first reported a position in Agrium in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's Agrium position peaked at $92K in Q3 2013.
  • 325 funds tracked by Wall St. Rank held Agrium as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.