PCP
AGU

Proficio Capital Partners’s Agrium AGU Stock Holding History

Proficio Capital Partners’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
-217
Closed -$25K – 1380
2017
Q4 		$25K Buy
217
+133
+158% +$14.4K 0.01% 522
2017
Q3 		$9K Hold
84
– – ﹤0.01% 840
2017
Q2 		$8K Sell
84
-47
-36% -$4.34K ﹤0.01% 873
2017
Q1 		$12K Buy
131
+35
+36% +$3.52K 0.01% 778
2016
Q4 		$10K Hold
96
– – ﹤0.01% 617
2016
Q3 		$9K Buy
96
+10
+12% +$919 0.01% 615
2016
Q2 		$8K Buy
86
+54
+169% +$4.81K 0.01% 623
2016
Q1 		$3K Sell
32
-24
-43% -$2.07K ﹤0.01% 692
2015
Q4 		$5K Buy
+56
New +$5.3K ﹤0.01% 440

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

Proficio Capital Partners's AGU Position: Q1 2018 in Review

Proficio Capital Partners sold out of Agrium (AGU) in Q1 2018, closing a stake of 217 shares — an estimated $25K sold.

Proficio Capital Partners first reported a position in AGU in Q4 2015 and held it in 9 quarters. The position peaked at $25K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Proficio Capital Partners reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 217 Agrium shares in Q1 2018, an estimated $25K.
  • Proficio Capital Partners first reported a position in Agrium in Q4 2015 and held it in 9 quarters.
  • Proficio Capital Partners's Agrium position peaked at $25K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Proficio Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.