MGIA
AGU

Moneta Group Investment Advisors’s Agrium AGU Stock Holding History

Moneta Group Investment 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
2017
Q3 		– Sell
-2,500
Closed -$226K – 217
2017
Q2 		$226K Hold
2,500
– – 0.04% 171
2017
Q1 		$239K Sell
2,500
-383
-13% -$38.6K 0.05% 139
2016
Q4 		$290K Buy
+2,883
New +$278K 0.06% 129

Other funds holding AGU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Moneta Group Investment Advisors's AGU Position: Q3 2017 in Review

Moneta Group Investment Advisors sold out of Agrium (AGU) in Q3 2017, closing a stake of 2,500 shares — an estimated $226K sold.

Moneta Group Investment Advisors first reported a position in AGU in Q4 2016 and held it in 3 quarters. The position peaked at $290K in Q4 2016. 317 funds tracked by Wall St. Rank hold AGU as of Q3 2017.

  • Moneta Group Investment Advisors reported no remaining Agrium position as of Q3 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,500 Agrium shares in Q3 2017, an estimated $226K.
  • Moneta Group Investment Advisors first reported a position in Agrium in Q4 2016 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Agrium position peaked at $290K in Q4 2016.
  • 317 funds tracked by Wall St. Rank held Agrium as of Q3 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.