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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return