MYCIO Wealth Partners’s Agrium AGU Stock Holding History

MYCIO Wealth 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
2017 Q1	–	Sell	-2,300	Closed	-$231K	–	258
2016 Q4	$231K	Hold	2,300	–	–	0.03%	189
2016 Q3	$209K	Hold	2,300	–	–	0.03%	168
2016 Q2	$208K	Hold	2,300	–	–	0.04%	164
2016 Q1	$203K	Hold	2,300	–	–	0.04%	155
2015 Q4	$205K	Hold	2,300	–	–	0.04%	146
2015 Q3	$206K	Hold	2,300	–	–	0.04%	134
2015 Q2	$244K	Hold	2,300	–	–	0.05%	128
2015 Q1	$240K	Hold	2,300	–	–	0.05%	129
2014 Q4	$218K	Hold	2,300	–	–	0.05%	131
2014 Q3	$205K	Hold	2,300	–	–	0.05%	132
2014 Q2	$211K	Hold	2,300	–	–	0.05%	130
2014 Q1	$224K	Hold	2,300	–	–	0.05%	124
2013 Q4	$210K	Hold	2,300	–	–	0.05%	130
2013 Q3	$193K	Hold	2,300	–	–	0.05%	123
2013 Q2	$200K	Buy	+2,300	New	+$210K	0.06%	119

Other funds holding AGU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

MYCIO Wealth Partners's AGU Position: Q1 2017 in Review

MYCIO Wealth Partners sold out of Agrium (AGU) in Q1 2017, closing a stake of 2,300 shares — an estimated $231K sold.

MYCIO Wealth Partners first reported a position in AGU in Q2 2013 and held it in 15 quarters. The position peaked at $244K in Q2 2015. 332 funds tracked by Wall St. Rank hold AGU as of Q1 2017.

MYCIO Wealth Partners reported no remaining Agrium position as of Q1 2017 after selling out during the quarter.
MYCIO Wealth Partners sold 2,300 Agrium shares in Q1 2017, an estimated $231K.
MYCIO Wealth Partners first reported a position in Agrium in Q2 2013 and held it in 15 quarters.
MYCIO Wealth Partners's Agrium position peaked at $244K in Q2 2015.
332 funds tracked by Wall St. Rank held Agrium as of Q1 2017.

Based on MYCIO Wealth Partners's 13F filing for Q1 2017, filed 25 Apr 2017.