EWM
AGU

Endurance Wealth Management’s Agrium AGU Stock Holding History

Endurance 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
2018
Q1 		– Sell
-16
Closed -$2K – 546
2017
Q4 		$2K Hold
16
– – ﹤0.01% 495
2017
Q3 		$2K Buy
+16
New +$1.6K ﹤0.01% 484
2017
Q2 		– Sell
-5
Closed – – 530
2017
Q1 		$0 Buy
+5
New +$504 ﹤0.01% 524

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

Endurance Wealth Management's AGU Position: Q1 2018 in Review

Endurance Wealth Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 16 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in AGU in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Endurance Wealth Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 16 Agrium shares in Q1 2018, an estimated $2K.
  • Endurance Wealth Management first reported a position in Agrium in Q1 2017 and held it in 3 quarters.
  • Endurance Wealth Management's Agrium position peaked at $2K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.