EWM
AGU

Evercore Wealth Management’s Agrium AGU Stock Holding History

Evercore 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
2017
Q1 		– Sell
-130
Closed -$13K – 1069
2016
Q4 		$13K Hold
130
– – ﹤0.01% 809
2016
Q3 		$12K Buy
+130
New +$12K ﹤0.01% 857
2016
Q1 		– Sell
-225
Closed -$20K – 1045
2015
Q4 		$20K Buy
+225
New +$21.3K ﹤0.01% 774
2013
Q4 		– Sell
-32
Closed -$2K – 1021
2013
Q3 		$2K Buy
+32
New +$2.8K ﹤0.01% 972

Other funds holding AGU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Evercore Wealth Management's AGU Position: Q1 2017 in Review

Evercore Wealth Management sold out of Agrium (AGU) in Q1 2017, closing a stake of 130 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in AGU in Q3 2013 and held it in 4 quarters. The position peaked at $20K in Q4 2015. 332 funds tracked by Wall St. Rank hold AGU as of Q1 2017.

  • Evercore Wealth Management reported no remaining Agrium position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 130 Agrium shares in Q1 2017, an estimated $13K.
  • Evercore Wealth Management first reported a position in Agrium in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's Agrium position peaked at $20K in Q4 2015.
  • 332 funds tracked by Wall St. Rank held Agrium as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.