MIP
AGU

Mondrian Investment Partners’s Agrium AGU Stock Holding History

Mondrian Investment Partners’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
-575
Closed -$83K – 139
2017
Q4 		$83K Hold
575
– – ﹤0.01% 104
2017
Q3 		$77K Buy
575
+340
+145% +$33.9K ﹤0.01% 101
2017
Q2 		$28K Hold
235
– – ﹤0.01% 128
2017
Q1 		$30K Hold
235
– – ﹤0.01% 130
2016
Q4 		$32K Hold
235
– – ﹤0.01% 123
2016
Q3 		$28K Buy
+235
New +$21.6K ﹤0.01% 133

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 $987M AUM 29.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mondrian Investment Partners's AGU Position: Q1 2018 in Review

Mondrian Investment Partners sold out of Agrium (AGU) in Q1 2018, closing a stake of 575 shares — an estimated $83K sold.

Mondrian Investment Partners first reported a position in AGU in Q3 2016 and held it in 6 quarters. The position peaked at $83K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Mondrian Investment Partners reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Mondrian Investment Partners sold 575 Agrium shares in Q1 2018, an estimated $83K.
  • Mondrian Investment Partners first reported a position in Agrium in Q3 2016 and held it in 6 quarters.
  • Mondrian Investment Partners's Agrium position peaked at $83K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Mondrian Investment Partners's 13F filing for Q1 2018, filed 11 May 2018.