Parallel Advisors’s Agrium AGU Stock Holding History

Parallel 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	-64	Closed	-$7K	–	2277
2017 Q4	$7K	Hold	64	–	–	﹤0.01%	1467
2017 Q3	$7K	Buy	64 +5	+8%	+$499	﹤0.01%	1468
2017 Q2	$6K	Hold	59	–	–	﹤0.01%	1569
2017 Q1	$5K	Buy	+59	New	+$5.94K	﹤0.01%	1548

Other funds holding AGU

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Parallel Advisors's AGU Position: Q1 2018 in Review

Parallel Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 64 shares — an estimated $7K sold.

Parallel Advisors first reported a position in AGU in Q1 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

Parallel Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
Parallel Advisors sold 64 Agrium shares in Q1 2018, an estimated $7K.
Parallel Advisors first reported a position in Agrium in Q1 2017 and held it in 4 quarters.
Parallel Advisors's Agrium position peaked at $7K in Q4 2017.
4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Parallel Advisors's 13F filing for Q1 2018, filed 8 May 2018.