GT
AGU

Greenleaf Trust’s Agrium AGU Stock Holding History

Greenleaf Trust’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
-2,383
Closed -$274K – 699
2017
Q4 		$274K Hold
2,383
– – 0.01% 360
2017
Q3 		$255K Buy
+2,383
New +$238K 0.01% 345

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

Greenleaf Trust's AGU Position: Q1 2018 in Review

Greenleaf Trust sold out of Agrium (AGU) in Q1 2018, closing a stake of 2,383 shares — an estimated $274K sold.

Greenleaf Trust first reported a position in AGU in Q3 2017 and held it in 2 quarters. The position peaked at $274K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Greenleaf Trust reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Greenleaf Trust sold 2,383 Agrium shares in Q1 2018, an estimated $274K.
  • Greenleaf Trust first reported a position in Agrium in Q3 2017 and held it in 2 quarters.
  • Greenleaf Trust's Agrium position peaked at $274K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Greenleaf Trust's 13F filing for Q1 2018, filed 30 Apr 2018.