WAM
AGU

Wealthspire Advisors (Maryland)’s Agrium AGU Stock Holding History

Wealthspire Advisors (Maryland)’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
-8
Closed -$1K – 2753
2017
Q4 		$1K Buy
8
+4
+100% +$434 ﹤0.01% 2416
2017
Q3 		$0 Hold
4
– – ﹤0.01% 2611
2017
Q2 		$0 Hold
4
– – ﹤0.01% 2350
2017
Q1 		$0 Buy
+4
New +$403 ﹤0.01% 2088

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Wealthspire Advisors (Maryland)'s AGU Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Agrium (AGU) in Q1 2018, closing a stake of 8 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AGU in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 Agrium shares in Q1 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Agrium in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Agrium position peaked at $1K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.