TL
AGU

TrueWealth LLC’s Agrium AGU Stock Holding History

TrueWealth LLC’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
-110
Closed -$13K – 970
2017
Q4 		$13K Buy
+110
New +$11.9K 0.01% 465

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

TrueWealth LLC's AGU Position: Q1 2018 in Review

TrueWealth LLC sold out of Agrium (AGU) in Q1 2018, closing a stake of 110 shares — an estimated $13K sold.

TrueWealth LLC first reported a position in AGU in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • TrueWealth LLC reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • TrueWealth LLC sold 110 Agrium shares in Q1 2018, an estimated $13K.
  • TrueWealth LLC first reported a position in Agrium in Q4 2017 and held it in 1 quarter.
  • TrueWealth LLC's Agrium position peaked at $13K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.