Moody National Bank Trust Division’s Agrium AGU Stock Holding History

Moody National Bank Trust Division’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	-6,020	Closed	-$693K	–	266
2017 Q4	$693K	Hold	6,020	–	–	0.03%	109
2017 Q3	$645K	Buy	6,020 +1,000	+20%	+$99.8K	0.03%	112
2017 Q2	$454K	Buy	+5,020	New	+$464K	0.02%	190

Other funds holding AGU

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

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

Moody National Bank Trust Division's AGU Position: Q1 2018 in Review

Moody National Bank Trust Division sold out of Agrium (AGU) in Q1 2018, closing a stake of 6,020 shares — an estimated $693K sold.

Moody National Bank Trust Division first reported a position in AGU in Q2 2017 and held it in 3 quarters. The position peaked at $693K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

Moody National Bank Trust Division reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
Moody National Bank Trust Division sold 6,020 Agrium shares in Q1 2018, an estimated $693K.
Moody National Bank Trust Division first reported a position in Agrium in Q2 2017 and held it in 3 quarters.
Moody National Bank Trust Division's Agrium position peaked at $693K in Q4 2017.
4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Moody National Bank Trust Division's 13F filing for Q1 2018, filed 16 Apr 2018.