SSG
AGU

Summit Securities Group’s Agrium AGU Stock Holding History

Summit Securities Group’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
-5,200
Closed -$598K – 273
2017
Q4 		$598K Buy
+5,200
New +$564K 0.15% 87
2015
Q3 		– Sell
-300
Closed -$32K – 607
2015
Q2 		$32K Sell
300
-1,100
-79% -$116K 0.02% 274
2015
Q1 		$146K Buy
+1,400
New +$149K 0.13% 102
2014
Q4 		– Sell
-3,600
Closed -$337K – 810
2014
Q3 		$320K Buy
3,600
+1,800
+100% +$165K 0.09% 160
2014
Q2 		$165K Sell
1,800
-4,700
-72% -$436K 0.06% 181
2014
Q1 		$634K Sell
6,500
-2,100
-24% -$192K 0.38% 42
2013
Q4 		$787K Buy
+8,600
New +$760K 0.14% 82

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 $873M AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return