WP
AGU

WealthPLAN Partners’s Agrium AGU Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$6.66K Sell
75
-75
-50% -$6.9K ﹤0.01% 660
2016
Q2 		$6.79K Buy
+150
New +$13.4K ﹤0.01% 1877
2015
Q4 		$11K Buy
+123
New +$11.6K ﹤0.01% 1119

Other funds holding AGU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

WealthPLAN Partners's AGU Position: Q3 2016 in Review

WealthPLAN Partners reduced its Agrium (AGU) stake by 50% in Q3 2016, selling an estimated $6.9K and leaving 75 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

WealthPLAN Partners first reported a position in AGU in Q4 2015 and has held it in 3 quarters since. The position peaked at $11K in Q4 2015. 315 funds tracked by Wall St. Rank hold AGU as of Q3 2016.

  • WealthPLAN Partners held 75 shares of Agrium worth $6.66K as of Q3 2016.
  • WealthPLAN Partners sold 75 Agrium shares in Q3 2016, an estimated $6.9K.
  • Agrium made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #660 holding.
  • WealthPLAN Partners first reported a position in Agrium in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Agrium position peaked at $11K in Q4 2015.
  • 315 funds tracked by Wall St. Rank held Agrium as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.