OCM
AGU

Otter Creek Management’s Agrium AGU Stock Holding History

Otter Creek Management’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
2013
Q4 		– Sell
-40,000
Closed -$3.36M – 56
2013
Q3 		$3.36M Hold
40,000
– – 0.8% 33
2013
Q2 		$3.48M Buy
+40,000
New +$3.65M 0.73% 42

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return

Otter Creek Management's AGU Position: Q4 2013 in Review

Otter Creek Management sold out of Agrium (AGU) in Q4 2013, closing a stake of 40,000 shares — an estimated $3.36M sold.

Otter Creek Management first reported a position in AGU in Q2 2013 and held it in 2 quarters. The position peaked at $3.48M in Q2 2013. 315 funds tracked by Wall St. Rank hold AGU as of Q4 2013.

  • Otter Creek Management reported no remaining Agrium position as of Q4 2013 after selling out during the quarter.
  • Otter Creek Management sold 40,000 Agrium shares in Q4 2013, an estimated $3.36M.
  • Otter Creek Management first reported a position in Agrium in Q2 2013 and held it in 2 quarters.
  • Otter Creek Management's Agrium position peaked at $3.48M in Q2 2013.
  • 315 funds tracked by Wall St. Rank held Agrium as of Q4 2013.

Based on Otter Creek Management's 13F filing for Q4 2013, filed 14 Feb 2014.