UCFA
AGU

United Capital Financial Advisors’s Agrium AGU Stock Holding History

United Capital Financial Advisors’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
-9,090
Closed -$1.04M – 1402
2017
Q4 		$1.04M Sell
9,090
-524
-5% -$56.8K 0.01% 770
2017
Q3 		$1.03M Sell
9,614
-667
-6% -$66.6K 0.01% 771
2017
Q2 		$1.21M Buy
10,281
+802
+8% +$74.1K 0.01% 714
2017
Q1 		$906K Sell
9,479
-137
-1% -$13.8K 0.01% 769
2016
Q4 		$967K Sell
9,616
-560
-6% -$54K 0.01% 762
2016
Q3 		$923K Sell
10,176
-42
-0.4% -$3.86K 0.01% 789
2016
Q2 		$920K Buy
10,218
+256
+3% +$22.8K 0.01% 761
2016
Q1 		$880K Sell
9,962
-600
-6% -$51.8K 0.01% 725
2015
Q4 		$944K Sell
10,562
-1,352
-11% -$128K 0.01% 706
2015
Q3 		$1.07M Sell
11,914
-213
-2% -$21.6K 0.01% 674
2015
Q2 		$1.28M Sell
12,127
-315
-3% -$33.1K 0.01% 683
2015
Q1 		$1.29M Sell
12,442
-2,743
-18% -$293K 0.02% 672
2014
Q4 		$1.44M Sell
15,185
-15,413
-50% -$1.44M 0.02% 552
2014
Q3 		$2.72M Buy
30,598
+13,325
+77% +$1.22M 0.05% 362
2014
Q2 		$1.58M Buy
17,273
+852
+5% +$79K 0.03% 461
2014
Q1 		$1.6M Sell
16,421
-1,257
-7% -$115K 0.03% 396
2013
Q4 		$1.62M Buy
17,678
+872
+5% +$77K 0.06% 268
2013
Q3 		$1.41M Buy
16,806
+8,435
+101% +$739K 0.05% 298
2013
Q2 		$728K Buy
+8,371
New +$764K 0.02% 451

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

United Capital Financial Advisors's AGU Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Agrium (AGU) in Q1 2018, closing a stake of 9,090 shares — an estimated $1.04M sold.

United Capital Financial Advisors first reported a position in AGU in Q2 2013 and held it in 19 quarters. The position peaked at $2.72M in Q3 2014. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,090 Agrium shares in Q1 2018, an estimated $1.04M.
  • United Capital Financial Advisors first reported a position in Agrium in Q2 2013 and held it in 19 quarters.
  • United Capital Financial Advisors's Agrium position peaked at $2.72M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.