GHA
AGU

GW Henssler & Associates’s Agrium AGU Stock Holding History

GW Henssler & Associates’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
-1,964
Closed -$226K – 144
2017
Q4 		$226K Sell
1,964
-28
-1% -$3.04K 0.02% 134
2017
Q3 		$214K Buy
+1,992
New +$199K 0.02% 132

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

GW Henssler & Associates's AGU Position: Q1 2018 in Review

GW Henssler & Associates sold out of Agrium (AGU) in Q1 2018, closing a stake of 1,964 shares — an estimated $226K sold.

GW Henssler & Associates first reported a position in AGU in Q3 2017 and held it in 2 quarters. The position peaked at $226K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • GW Henssler & Associates reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • GW Henssler & Associates sold 1,964 Agrium shares in Q1 2018, an estimated $226K.
  • GW Henssler & Associates first reported a position in Agrium in Q3 2017 and held it in 2 quarters.
  • GW Henssler & Associates's Agrium position peaked at $226K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on GW Henssler & Associates's 13F filing for Q1 2018, filed 4 May 2018.