Lenox Wealth Advisors’s Agrium AGU Stock Holding History

Lenox Wealth 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
2015 Q4	–	Sell	-19	Closed	-$2K	–	579
2015 Q3	$2K	Buy	+19	New	+$1.92K	﹤0.01%	364

Other funds holding AGU

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lenox Wealth Advisors's AGU Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Agrium (AGU) in Q4 2015, closing a stake of 19 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in AGU in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 319 funds tracked by Wall St. Rank hold AGU as of Q4 2015.

Lenox Wealth Advisors reported no remaining Agrium position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 19 Agrium shares in Q4 2015, an estimated $2K.
Lenox Wealth Advisors first reported a position in Agrium in Q3 2015 and held it in 1 quarter.
Lenox Wealth Advisors's Agrium position peaked at $2K in Q3 2015.
319 funds tracked by Wall St. Rank held Agrium as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.