GIA
AGU

GHP Investment Advisors’s Agrium AGU Stock Holding History

GHP Investment 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
2018
Q1 		– Sell
-11,654
Closed -$1.34M – 308
2017
Q4 		$1.34M Buy
11,654
+615
+6% +$66.7K 0.19% 151
2017
Q3 		$1.18M Hold
11,039
– – 0.18% 154
2017
Q2 		$999K Buy
11,039
+1,240
+13% +$115K 0.16% 170
2017
Q1 		$936K Buy
9,799
+415
+4% +$41.8K 0.16% 170
2016
Q4 		$944K Buy
9,384
+1,545
+20% +$149K 0.18% 157
2016
Q3 		$711K Buy
7,839
+865
+12% +$79.5K 0.15% 169
2016
Q2 		$631K Buy
6,974
+916
+15% +$81.6K 0.14% 185
2016
Q1 		$535K Buy
6,058
+291
+5% +$25.1K 0.12% 196
2015
Q4 		$515K Buy
5,767
+641
+13% +$60.7K 0.12% 188
2015
Q3 		$459K Buy
5,126
+595
+13% +$60.2K 0.12% 188
2015
Q2 		$458K Buy
4,531
+728
+19% +$76.6K 0.11% 189
2015
Q1 		$397K Buy
3,803
+646
+20% +$69K 0.1% 204
2014
Q4 		$299K Buy
3,157
+341
+12% +$31.9K 0.08% 212
2014
Q3 		$251K Buy
2,816
+231
+9% +$21.2K 0.07% 227
2014
Q2 		$237K Buy
2,585
+91
+4% +$8.44K 0.07% 238
2014
Q1 		$243K Buy
+2,494
New +$228K 0.08% 233

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

GHP Investment Advisors's AGU Position: Q1 2018 in Review

GHP Investment Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 11,654 shares — an estimated $1.34M sold.

GHP Investment Advisors first reported a position in AGU in Q1 2014 and held it in 16 quarters. The position peaked at $1.34M in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • GHP Investment Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • GHP Investment Advisors sold 11,654 Agrium shares in Q1 2018, an estimated $1.34M.
  • GHP Investment Advisors first reported a position in Agrium in Q1 2014 and held it in 16 quarters.
  • GHP Investment Advisors's Agrium position peaked at $1.34M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on GHP Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.