VHAM
AGU

Van Hulzen Asset Management’s Agrium AGU Stock Holding History

Van Hulzen 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
Q1 		– Sell
-2,000
Closed -$201K – 150
2016
Q4 		$201K Sell
2,000
-500
-20% -$48.2K 0.09% 121
2016
Q3 		$227K Buy
+2,500
New +$230K 0.12% 103

Other funds holding AGU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Van Hulzen Asset Management's AGU Position: Q1 2017 in Review

Van Hulzen Asset Management sold out of Agrium (AGU) in Q1 2017, closing a stake of 2,000 shares — an estimated $201K sold.

Van Hulzen Asset Management first reported a position in AGU in Q3 2016 and held it in 2 quarters. The position peaked at $227K in Q3 2016. 332 funds tracked by Wall St. Rank hold AGU as of Q1 2017.

  • Van Hulzen Asset Management reported no remaining Agrium position as of Q1 2017 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,000 Agrium shares in Q1 2017, an estimated $201K.
  • Van Hulzen Asset Management first reported a position in Agrium in Q3 2016 and held it in 2 quarters.
  • Van Hulzen Asset Management's Agrium position peaked at $227K in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Agrium as of Q1 2017.

Based on Van Hulzen Asset Management's 13F filing for Q1 2017, filed 15 May 2017.