LM
AGU

Lincluden Management’s Agrium AGU Stock Holding History

Lincluden 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
2018
Q1 		– Sell
-625,572
Closed -$73.7M – 80
2017
Q4 		$73.7M Buy
625,572
+28,625
+5% +$3.1M 5.11% 5
2017
Q3 		$64M Buy
596,947
+241,690
+68% +$24.1M 4.96% 6
2017
Q2 		$33.2M Buy
355,257
+14,115
+4% +$1.3M 2.86% 13
2017
Q1 		$32.5M Buy
+341,142
New +$34.4M 2.93% 13

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

Lincluden Management's AGU Position: Q1 2018 in Review

Lincluden Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 625,572 shares — an estimated $73.7M sold.

Lincluden Management first reported a position in AGU in Q1 2017 and held it in 4 quarters. The position peaked at $73.7M in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Lincluden Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Lincluden Management sold 625,572 Agrium shares in Q1 2018, an estimated $73.7M.
  • Lincluden Management first reported a position in Agrium in Q1 2017 and held it in 4 quarters.
  • Lincluden Management's Agrium position peaked at $73.7M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Lincluden Management's 13F filing for Q1 2018, filed 2 May 2018.