IT
AGU

Independence Trust’s Agrium AGU Stock Holding History

Independence 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
2017
Q4 		$345K Hold
3,000
– – 0.38% 44
2017
Q3 		$322K Hold
3,000
– – 0.37% 46
2017
Q2 		$271K Buy
+3,000
New +$277K 0.32% 59
2017
Q1 		– Sell
-3,000
Closed -$302K – 87
2016
Q4 		$302K Buy
+3,000
New +$289K 0.41% 53

Other funds holding AGU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Independence Trust's AGU Position: Q4 2017 in Review

Independence Trust held its Agrium (AGU) position steady in Q4 2017 at 3,000 shares worth $345K. The position accounts for 0.38% of the portfolio, ranked #44.

Independence Trust first reported a position in AGU in Q4 2016 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold AGU as of Q4 2017.

  • Independence Trust held 3,000 shares of Agrium worth $345K as of Q4 2017.
  • Independence Trust left its Agrium share count unchanged in Q4 2017.
  • Agrium made up 0.38% of Independence Trust's portfolio in Q4 2017, its #44 holding.
  • Independence Trust first reported a position in Agrium in Q4 2016 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Agrium as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.