SKK
AGU

Shepherd Kaplan Krochuk’s Agrium AGU Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-1,000
Closed -$87K – 683
2013
Q2 		$87K Buy
+1,000
New +$91.2K 0.02% 535

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Shepherd Kaplan Krochuk's AGU Position: Q1 2018 in Review

Shepherd Kaplan Krochuk sold out of Agrium (AGU) in Q1 2018, closing a stake of 7,367 shares — an estimated $847K sold.

Shepherd Kaplan Krochuk first reported a position in AGU in Q2 2013 and held it in 19 quarters. The position peaked at $1.52M in Q1 2014. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Shepherd Kaplan Krochuk reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 7,367 Agrium shares in Q1 2018, an estimated $847K.
  • Shepherd Kaplan Krochuk first reported a position in Agrium in Q2 2013 and held it in 19 quarters.
  • Shepherd Kaplan Krochuk's Agrium position peaked at $1.52M in Q1 2014.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2018, filed 11 May 2018.