FFWA
AGU

FRG Family Wealth Advisors’s Agrium AGU Stock Holding History

FRG Family Wealth Advisors’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
Q4 		– Sell
-1,880
Closed -$202K – 145
2017
Q3 		$202K Buy
+1,880
New +$188K 0.07% 137

Other funds holding AGU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FRG Family Wealth Advisors's AGU Position: Q4 2017 in Review

FRG Family Wealth Advisors sold out of Agrium (AGU) in Q4 2017, closing a stake of 1,880 shares — an estimated $202K sold.

FRG Family Wealth Advisors first reported a position in AGU in Q3 2017 and held it in 1 quarter. The position peaked at $202K in Q3 2017. 318 funds tracked by Wall St. Rank hold AGU as of Q4 2017.

  • FRG Family Wealth Advisors reported no remaining Agrium position as of Q4 2017 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,880 Agrium shares in Q4 2017, an estimated $202K.
  • FRG Family Wealth Advisors first reported a position in Agrium in Q3 2017 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Agrium position peaked at $202K in Q3 2017.
  • 318 funds tracked by Wall St. Rank held Agrium as of Q4 2017.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2017, filed 2 Mar 2022.