PVWM
AGU

Point View Wealth Management’s Agrium AGU Stock Holding History

Point View Wealth 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
2018
Q1 		– Sell
-5,018
Closed -$577K – 271
2017
Q4 		$577K Sell
5,018
-517
-9% -$56.1K 0.27% 130
2017
Q3 		$594K Sell
5,535
-275
-5% -$27.4K 0.29% 127
2017
Q2 		$526K Sell
5,810
-45
-0.8% -$4.16K 0.26% 134
2017
Q1 		$559K Buy
5,855
+264
+5% +$26.6K 0.29% 125
2016
Q4 		$562K Sell
5,591
-204
-4% -$19.7K 0.32% 111
2016
Q3 		$526K Buy
5,795
+45
+0.8% +$4.14K 0.31% 117
2016
Q2 		$520K Buy
5,750
+208
+4% +$18.5K 0.32% 115
2016
Q1 		$489K Buy
5,542
+90
+2% +$7.78K 0.31% 111
2015
Q4 		$487K Sell
5,452
-36
-0.7% -$3.41K 0.35% 103
2015
Q3 		$491K Hold
5,488
– – 0.39% 90
2015
Q2 		$581K Sell
5,488
-312
-5% -$32.8K 0.45% 84
2015
Q1 		$605K Sell
5,800
-199
-3% -$21.2K 0.47% 76
2014
Q4 		$568K Hold
5,999
– – 0.42% 78
2014
Q3 		$534K Buy
5,999
+383
+7% +$35.2K 0.45% 79
2014
Q2 		$515K Buy
5,616
+310
+6% +$28.8K 0.45% 81
2014
Q1 		$517K Buy
5,306
+1,861
+54% +$170K 0.47% 76
2013
Q4 		$315K Buy
+3,445
New +$304K 0.3% 113

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

Point View Wealth Management's AGU Position: Q1 2018 in Review

Point View Wealth Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 5,018 shares — an estimated $577K sold.

Point View Wealth Management first reported a position in AGU in Q4 2013 and held it in 17 quarters. The position peaked at $605K in Q1 2015. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Point View Wealth Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Point View Wealth Management sold 5,018 Agrium shares in Q1 2018, an estimated $577K.
  • Point View Wealth Management first reported a position in Agrium in Q4 2013 and held it in 17 quarters.
  • Point View Wealth Management's Agrium position peaked at $605K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Point View Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.