IWMPD
AGU

Integrated Wealth Management (Palm Desert)’s Agrium AGU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-100
Closed -$9K – 1211
2016
Q3 		$9K Hold
100
– – ﹤0.01% 801
2016
Q2 		$9K Hold
100
– – ﹤0.01% 800
2016
Q1 		$9K Hold
100
– – ﹤0.01% 738
2015
Q4 		$9K Buy
+100
New +$9.47K ﹤0.01% 808

Other funds holding AGU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AGU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Agrium (AGU) in Q4 2016, closing a stake of 100 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AGU in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2016. 311 funds tracked by Wall St. Rank hold AGU as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Agrium position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Agrium shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Agrium in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Agrium position peaked at $9K in Q3 2016.
  • 311 funds tracked by Wall St. Rank held Agrium as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.