NEI
AGU

Northwest & Ethical Investments’s Agrium AGU Stock Holding History

Northwest & Ethical Investments’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
-178,327
Closed -$20.5M – 377
2017
Q4 		$20.5M Sell
178,327
-61,628
-26% -$6.68M 1.33% 9
2017
Q3 		$25.7M Buy
239,955
+28,170
+13% +$2.81M 1.6% 10
2017
Q2 		$19.2M Sell
211,785
-5,110
-2% -$472K 1.3% 13
2017
Q1 		$20.7M Buy
216,895
+8,504
+4% +$856K 1.4% 12
2016
Q4 		$20.9M Sell
208,391
-25,019
-11% -$2.41M 1.44% 12
2016
Q3 		$21.1M Buy
233,410
+23,854
+11% +$2.19M 1.49% 11
2016
Q2 		$19M Buy
209,556
+14,874
+8% +$1.32M 1.43% 14
2016
Q1 		$17.2M Buy
194,682
+14,701
+8% +$1.27M 1.16% 18
2015
Q4 		$16.1M Buy
179,981
+15,267
+9% +$1.45M 1.16% 20
2015
Q3 		$14.7M Buy
164,714
+17,964
+12% +$1.82M 1.13% 22
2015
Q2 		$15.6M Buy
146,750
+36,900
+34% +$3.88M 1.03% 23
2015
Q1 		$11.4M Buy
109,850
+38,050
+53% +$4.06M 0.8% 29
2014
Q4 		$6.81M Hold
71,800
– – 0.46% 57
2014
Q3 		$6.38M Hold
71,800
– – 0.43% 59
2014
Q2 		$6.57M Hold
71,800
– – 0.41% 59
2014
Q1 		$7M Hold
71,800
– – 0.46% 55
2013
Q4 		$6.56M Hold
71,800
– – 0.43% 60
2013
Q3 		$6.04M Buy
+71,800
New +$6.29M 0.44% 64

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

Northwest & Ethical Investments's AGU Position: Q1 2018 in Review

Northwest & Ethical Investments sold out of Agrium (AGU) in Q1 2018, closing a stake of 178,327 shares — an estimated $20.5M sold.

Northwest & Ethical Investments first reported a position in AGU in Q3 2013 and held it in 18 quarters. The position peaked at $25.7M in Q3 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Northwest & Ethical Investments reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 178,327 Agrium shares in Q1 2018, an estimated $20.5M.
  • Northwest & Ethical Investments first reported a position in Agrium in Q3 2013 and held it in 18 quarters.
  • Northwest & Ethical Investments's Agrium position peaked at $25.7M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Northwest & Ethical Investments's 13F filing for Q1 2018, filed 8 Jul 2025.