SFM
AGU

Systematic Financial Management’s Agrium AGU Stock Holding History

Systematic Financial 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
2018
Q1 		– Sell
-10
Closed -$1K – 699
2017
Q4 		$1K Sell
10
-56,352
-100% -$6.11M ﹤0.01% 637
2017
Q3 		$6.04M Sell
56,362
-55,283
-50% -$5.52M 0.12% 197
2017
Q2 		$10.1M Buy
111,645
+11,098
+11% +$1.02M 0.19% 155
2017
Q1 		$9.61M Buy
+100,547
New +$10.1M 0.17% 166

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

Systematic Financial Management's AGU Position: Q1 2018 in Review

Systematic Financial Management sold out of Agrium (AGU) in Q1 2018, closing a stake of 10 shares — an estimated $1K sold.

Systematic Financial Management first reported a position in AGU in Q1 2017 and held it in 4 quarters. The position peaked at $10.1M in Q2 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Systematic Financial Management reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Systematic Financial Management sold 10 Agrium shares in Q1 2018, an estimated $1K.
  • Systematic Financial Management first reported a position in Agrium in Q1 2017 and held it in 4 quarters.
  • Systematic Financial Management's Agrium position peaked at $10.1M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Systematic Financial Management's 13F filing for Q1 2018, filed 9 May 2018.