OIA
AGU

OneDigital Investment Advisors’s Agrium AGU Stock Holding History

OneDigital 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
-899
Closed -$103K – 1408
2017
Q4 		$103K Sell
899
-14
-2% -$1.52K 0.01% 331
2017
Q3 		$98K Hold
913
– – 0.04% 236
2017
Q2 		$83K Buy
+913
New +$84.3K 0.02% 356

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

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

OneDigital Investment Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 899 shares — an estimated $103K sold.

OneDigital Investment Advisors first reported a position in AGU in Q2 2017 and held it in 3 quarters. The position peaked at $103K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • OneDigital Investment Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 899 Agrium shares in Q1 2018, an estimated $103K.
  • OneDigital Investment Advisors first reported a position in Agrium in Q2 2017 and held it in 3 quarters.
  • OneDigital Investment Advisors's Agrium position peaked at $103K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on OneDigital Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.