MCWS
AGU

McKinley Carter Wealth Services’s Agrium AGU Stock Holding History

McKinley Carter Wealth 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
2013
Q3 		– Sell
-13,463
Closed -$1.17M – 98
2013
Q2 		$1.17M Buy
+13,463
New +$1.23M 1.77% 22

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

McKinley Carter Wealth Services's AGU Position: Q3 2013 in Review

McKinley Carter Wealth Services sold out of Agrium (AGU) in Q3 2013, closing a stake of 13,463 shares — an estimated $1.17M sold.

McKinley Carter Wealth Services first reported a position in AGU in Q2 2013 and held it in 1 quarter. The position peaked at $1.17M in Q2 2013. 303 funds tracked by Wall St. Rank hold AGU as of Q3 2013.

  • McKinley Carter Wealth Services reported no remaining Agrium position as of Q3 2013 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 13,463 Agrium shares in Q3 2013, an estimated $1.17M.
  • McKinley Carter Wealth Services first reported a position in Agrium in Q2 2013 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Agrium position peaked at $1.17M in Q2 2013.
  • 303 funds tracked by Wall St. Rank held Agrium as of Q3 2013.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2013, filed 30 Oct 2013.