RIA
AGU

Regal Investment Advisors’s Agrium AGU Stock Holding History

Regal 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
2014
Q4 		– Sell
-150
Closed -$13K – 1045
2014
Q3 		$13K Hold
150
– – ﹤0.01% 646
2014
Q2 		$14K Hold
150
– – 0.01% 619
2014
Q1 		$15K Hold
150
– – 0.01% 577
2013
Q4 		$14K Hold
150
– – 0.01% 531
2013
Q3 		$13K Hold
150
– – 0.01% 562
2013
Q2 		$13K Buy
+150
New +$13.7K 0.01% 546

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Regal Investment Advisors's AGU Position: Q4 2014 in Review

Regal Investment Advisors sold out of Agrium (AGU) in Q4 2014, closing a stake of 150 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in AGU in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q1 2014. 320 funds tracked by Wall St. Rank hold AGU as of Q4 2014.

  • Regal Investment Advisors reported no remaining Agrium position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 150 Agrium shares in Q4 2014, an estimated $13K.
  • Regal Investment Advisors first reported a position in Agrium in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Agrium position peaked at $15K in Q1 2014.
  • 320 funds tracked by Wall St. Rank held Agrium as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.