LFAS
AGU

Level Four Advisory Services’s Agrium AGU Stock Holding History

Level Four Advisory Services’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
-3,192
Closed -$367K – 576
2017
Q4 		$367K Buy
3,192
+230
+8% +$24.9K 0.03% 407
2017
Q3 		$318K Buy
2,962
+364
+14% +$36.3K 0.03% 409
2017
Q2 		$244K Sell
2,598
-1,594
-38% -$147K 0.04% 423
2017
Q1 		$397K Buy
4,192
+8
+0.2% +$806 0.04% 354
2016
Q4 		$421K Buy
+4,184
New +$403K 0.05% 309

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ACS
Archford Capital Strategies Swansea, Illinois $873M AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return