Nisa Investment Advisors’s Agrium AGU Stock Holding History

Nisa 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
2018 Q1	–	Sell	-111	Closed	-$12K	–	1936
2017 Q4	$12K	Hold	111	–	–	﹤0.01%	1709
2017 Q3	$12K	Sell	111 -10	-8%	-$998	﹤0.01%	1712
2017 Q2	$12K	Sell	121 -93	-43%	-$8.59K	﹤0.01%	1674
2017 Q1	$22K	Hold	214	–	–	﹤0.01%	1493
2016 Q4	$22K	Hold	214	–	–	﹤0.01%	1618
2016 Q3	$19K	Buy	214 +6	+3%	+$552	﹤0.01%	1676
2016 Q2	$19K	Buy	208 +2	+1%	+$178	﹤0.01%	1640
2016 Q1	$18K	Buy	+206	New	+$17.8K	﹤0.01%	1651

Other funds holding AGU

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Nisa Investment Advisors's AGU Position: Q1 2018 in Review

Nisa Investment Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 111 shares — an estimated $12K sold.

Nisa Investment Advisors first reported a position in AGU in Q1 2016 and held it in 8 quarters. The position peaked at $22K in Q1 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

Nisa Investment Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
Nisa Investment Advisors sold 111 Agrium shares in Q1 2018, an estimated $12K.
Nisa Investment Advisors first reported a position in Agrium in Q1 2016 and held it in 8 quarters.
Nisa Investment Advisors's Agrium position peaked at $22K in Q1 2017.
4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Nisa Investment Advisors's 13F filing for Q1 2018, filed 10 Apr 2018.