LFA
AGU

Legacy Financial Advisors’s Agrium AGU Stock Holding History

Legacy Financial Advisors’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
-14
Closed -$1K – 949
2017
Q4 		$1K Buy
+14
New +$1.52K ﹤0.01% 806

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Legacy Financial Advisors's AGU Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in AGU in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Agrium shares in Q1 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Agrium in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Agrium position peaked at $1K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.