WFG Advisors’s Agrium AGU Stock Holding History

WFG 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
2017 Q2	$65K	Hold	713	–	–	0.01%	637
2017 Q1	$68K	Hold	713	–	–	0.02%	589
2016 Q4	$72K	Sell	713 -55	-7%	-$5.3K	0.02%	628
2016 Q3	$70K	Hold	768	–	–	0.02%	627
2016 Q2	$69K	Buy	768 +708	+1,180%	+$63.1K	0.02%	606
2016 Q1	$5K	Buy	60 +6	+11%	+$518	﹤0.01%	1217
2015 Q4	$5K	Hold	54	–	–	﹤0.01%	1253
2015 Q3	$5K	Buy	54 +1	+2%	+$101	﹤0.01%	1283
2015 Q2	$6K	Sell	53 -50	-49%	-$5.26K	﹤0.01%	1329
2015 Q1	$11K	Buy	103 +1	+1%	+$107	﹤0.01%	1186
2014 Q4	$10K	Buy	+102	New	+$9.56K	﹤0.01%	1477

Other funds holding AGU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WFG Advisors's AGU Position: Q2 2017 in Review

WFG Advisors held its Agrium (AGU) position steady in Q2 2017 at 713 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #637.

WFG Advisors first reported a position in AGU in Q4 2014 and has held it in 11 quarters since. The position peaked at $72K in Q4 2016. 330 funds tracked by Wall St. Rank hold AGU as of Q2 2017.

WFG Advisors held 713 shares of Agrium worth $65K as of Q2 2017.
WFG Advisors left its Agrium share count unchanged in Q2 2017.
Agrium made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #637 holding.
WFG Advisors first reported a position in Agrium in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Agrium position peaked at $72K in Q4 2016.
330 funds tracked by Wall St. Rank held Agrium as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.