GCAC
AGU

Guardian Capital Advisors (Canada)’s Agrium AGU Stock Holding History

Guardian Capital Advisors (Canada)’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
-74,742
Closed -$10.1M – 174
2017
Q3 		$10.1M Sell
74,742
-464
-0.6% -$46.3K 1.4% 18
2017
Q2 		$9.29M Sell
75,206
-1,023
-1% -$94.5K 1.34% 20
2017
Q1 		$9.61M Sell
76,229
-777
-1% -$78.3K 1.37% 19
2016
Q4 		$10.6M Buy
77,006
+1,595
+2% +$154K 1.52% 14
2016
Q3 		$6.85M Buy
75,411
+20,825
+38% +$1.91M 1.23% 26
2016
Q2 		$4.84M Sell
54,586
-2,242
-4% -$200K 0.9% 37
2016
Q1 		$4.69M Buy
56,828
+471
+0.8% +$40.7K 0.87% 40
2015
Q4 		$4.92M Sell
56,357
-466
-0.8% -$44.1K 1.02% 32
2015
Q3 		$5.09M Buy
56,823
+831
+1% +$84.1K 1.05% 28
2015
Q2 		$6.04M Buy
55,992
+2,797
+5% +$294K 1.13% 24
2015
Q1 		$6.96M Sell
53,195
-3,666
-6% -$391K 1.05% 29
2014
Q4 		$6.59M Buy
56,861
+1,222
+2% +$114K 1.07% 32
2014
Q3 		$5.26M Buy
55,639
+5,394
+11% +$495K 0.87% 39
2014
Q2 		$4.53M Buy
50,245
+4,910
+11% +$455K 0.79% 41
2014
Q1 		$4.28M Sell
45,335
-3,325
-7% -$304K 0.82% 42
2013
Q4 		$4.75M Buy
48,660
+21,835
+81% +$1.93M 0.93% 36
2013
Q3 		$2.3M Buy
26,825
+24,325
+973% +$2.13M 0.49% 63
2013
Q2 		$217K Buy
+2,500
New +$228K 0.06% 138

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

Guardian Capital Advisors (Canada)'s AGU Position: Q4 2017 in Review

Guardian Capital Advisors (Canada) sold out of Agrium (AGU) in Q4 2017, closing a stake of 74,742 shares — an estimated $10.1M sold.

Guardian Capital Advisors (Canada) first reported a position in AGU in Q2 2013 and held it in 18 quarters. The position peaked at $10.6M in Q4 2016. 318 funds tracked by Wall St. Rank hold AGU as of Q4 2017.

  • Guardian Capital Advisors (Canada) reported no remaining Agrium position as of Q4 2017 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 74,742 Agrium shares in Q4 2017, an estimated $10.1M.
  • Guardian Capital Advisors (Canada) first reported a position in Agrium in Q2 2013 and held it in 18 quarters.
  • Guardian Capital Advisors (Canada)'s Agrium position peaked at $10.6M in Q4 2016.
  • 318 funds tracked by Wall St. Rank held Agrium as of Q4 2017.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2017, filed 14 Feb 2018.