Gideon Capital Advisors’s Agrium AGU Stock Holding History

Gideon Capital 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 Q3	–	Sell	-3,057	Closed	-$277K	–	405
2017 Q2	$277K	Buy	+3,057	New	+$282K	0.3%	143
2017 Q1	–	Sell	-3,062	Closed	-$308K	–	565
2016 Q4	$308K	Buy	+3,062	New	+$295K	0.2%	240
2015 Q2	–	Sell	-5,394	Closed	-$712K	–	347
2015 Q1	$712K	Buy	+5,394	New	+$576K	0.29%	119
2014 Q4	–	Sell	-2,350	Closed	-$234K	–	349
2014 Q3	$234K	Sell	2,350 -3,076	-57%	-$283K	0.09%	232
2014 Q2	$530K	Buy	+5,426	New	+$503K	0.19%	161

Other funds holding AGU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gideon Capital Advisors's AGU Position: Q3 2017 in Review

Gideon Capital Advisors sold out of Agrium (AGU) in Q3 2017, closing a stake of 3,057 shares — an estimated $277K sold.

Gideon Capital Advisors first reported a position in AGU in Q2 2014 and held it in 5 quarters. The position peaked at $712K in Q1 2015. 318 funds tracked by Wall St. Rank hold AGU as of Q3 2017.

Gideon Capital Advisors reported no remaining Agrium position as of Q3 2017 after selling out during the quarter.
Gideon Capital Advisors sold 3,057 Agrium shares in Q3 2017, an estimated $277K.
Gideon Capital Advisors first reported a position in Agrium in Q2 2014 and held it in 5 quarters.
Gideon Capital Advisors's Agrium position peaked at $712K in Q1 2015.
318 funds tracked by Wall St. Rank held Agrium as of Q3 2017.

Based on Gideon Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.