KPCM
AGU

Kings Point Capital Management’s Agrium AGU Stock Holding History

Kings Point Capital Management’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
Q3 		– Sell
-175
Closed -$16K – 341
2016
Q2 		$16K Hold
175
– – ﹤0.01% 280
2016
Q1 		$15K Hold
175
– – ﹤0.01% 295
2015
Q4 		$16K Hold
175
– – ﹤0.01% 315
2015
Q3 		$16K Buy
+175
New +$17.7K ﹤0.01% 328

Other funds holding AGU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Kings Point Capital Management's AGU Position: Q3 2016 in Review

Kings Point Capital Management sold out of Agrium (AGU) in Q3 2016, closing a stake of 175 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in AGU in Q3 2015 and held it in 4 quarters. The position peaked at $16K in Q2 2016. 314 funds tracked by Wall St. Rank hold AGU as of Q3 2016.

  • Kings Point Capital Management reported no remaining Agrium position as of Q3 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 175 Agrium shares in Q3 2016, an estimated $16K.
  • Kings Point Capital Management first reported a position in Agrium in Q3 2015 and held it in 4 quarters.
  • Kings Point Capital Management's Agrium position peaked at $16K in Q2 2016.
  • 314 funds tracked by Wall St. Rank held Agrium as of Q3 2016.

Based on Kings Point Capital Management's 13F filing for Q3 2016, filed 4 Nov 2016.