Swiss Life Asset Management’s Agrium AGU Stock Holding History

Swiss Life Asset Management’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
2017 Q3	–	Sell	-3,966	Closed	-$359K	–	537
2017 Q2	$359K	Sell	3,966 -400	-9%	-$36.9K	0.01%	423
2017 Q1	$416K	Buy	4,366 +570	+15%	+$57.4K	0.01%	400
2016 Q4	$382K	Hold	3,796	–	–	0.01%	394
2016 Q3	$343K	Sell	3,796 -4,521	-54%	-$416K	0.01%	395
2016 Q2	$747K	Buy	8,317 +4,750	+133%	+$423K	0.03%	193
2016 Q1	$316K	Buy	+3,567	New	+$308K	0.01%	314

Other funds holding AGU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Swiss Life Asset Management's AGU Position: Q3 2017 in Review

Swiss Life Asset Management sold out of Agrium (AGU) in Q3 2017, closing a stake of 3,966 shares — an estimated $359K sold.

Swiss Life Asset Management first reported a position in AGU in Q1 2016 and held it in 6 quarters. The position peaked at $747K in Q2 2016. 317 funds tracked by Wall St. Rank hold AGU as of Q3 2017.

Swiss Life Asset Management reported no remaining Agrium position as of Q3 2017 after selling out during the quarter.
Swiss Life Asset Management sold 3,966 Agrium shares in Q3 2017, an estimated $359K.
Swiss Life Asset Management first reported a position in Agrium in Q1 2016 and held it in 6 quarters.
Swiss Life Asset Management's Agrium position peaked at $747K in Q2 2016.
317 funds tracked by Wall St. Rank held Agrium as of Q3 2017.

Based on Swiss Life Asset Management's 13F filing for Q3 2017, filed 29 Dec 2025.