SI
AGU

Stephens Inc’s Agrium AGU Stock Holding History

Stephens Inc’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
-2,256
Closed -$259K – 734
2017
Q4 		$259K Buy
2,256
+210
+10% +$22.8K 0.01% 595
2017
Q3 		$219K Buy
+2,046
New +$204K 0.01% 649
2014
Q3 		– Sell
-3,533
Closed -$324K – 895
2014
Q2 		$324K Buy
3,533
+120
+4% +$11.1K 0.02% 613
2014
Q1 		$333K Sell
3,413
-1,462
-30% -$134K 0.02% 578
2013
Q4 		$446K Sell
4,875
-670
-12% -$59.2K 0.02% 544
2013
Q3 		$466K Sell
5,545
-228
-4% -$20K 0.03% 483
2013
Q2 		$502K Buy
+5,773
New +$527K 0.03% 427

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

Stephens Inc's AGU Position: Q1 2018 in Review

Stephens Inc sold out of Agrium (AGU) in Q1 2018, closing a stake of 2,256 shares — an estimated $259K sold.

Stephens Inc first reported a position in AGU in Q2 2013 and held it in 7 quarters. The position peaked at $502K in Q2 2013. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Stephens Inc reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Stephens Inc sold 2,256 Agrium shares in Q1 2018, an estimated $259K.
  • Stephens Inc first reported a position in Agrium in Q2 2013 and held it in 7 quarters.
  • Stephens Inc's Agrium position peaked at $502K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Stephens Inc's 13F filing for Q1 2018, filed 3 May 2018.