HT
AGU

Heritage Trust’s Agrium AGU Stock Holding History

Heritage 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
-200
Closed -$23K – 416
2017
Q4 		$23K Hold
200
– – 0.01% 230
2017
Q3 		$21K Hold
200
– – 0.01% 241
2017
Q2 		$18K Hold
200
– – 0.01% 234
2017
Q1 		$19K Buy
+200
New +$20.1K 0.01% 232

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 $873M AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return