WA
AGU

Winfield Associates’s Agrium AGU Stock Holding History

Winfield Associates’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
-35
Closed -$5K – 800
2017
Q4 		$5K Hold
35
– – ﹤0.01% 542
2017
Q3 		$4K Hold
35
– – ﹤0.01% 545
2017
Q2 		$3K Buy
35
+5
+17% +$462 ﹤0.01% 657
2017
Q1 		$3K Sell
30
-5
-14% -$504 ﹤0.01% 564
2016
Q4 		$4K Buy
35
+5
+17% +$482 ﹤0.01% 482
2016
Q3 		$3K Hold
30
– – ﹤0.01% 515
2016
Q2 		$3K Hold
30
– – ﹤0.01% 504
2016
Q1 		$3K Buy
+30
New +$2.59K ﹤0.01% 469

Other funds holding AGU

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Winfield Associates's AGU Position: Q1 2018 in Review

Winfield Associates sold out of Agrium (AGU) in Q1 2018, closing a stake of 35 shares — an estimated $5K sold.

Winfield Associates first reported a position in AGU in Q1 2016 and held it in 8 quarters. The position peaked at $5K in Q4 2017. 4 funds tracked by Wall St. Rank hold AGU as of Q1 2018.

  • Winfield Associates reported no remaining Agrium position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 35 Agrium shares in Q1 2018, an estimated $5K.
  • Winfield Associates first reported a position in Agrium in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Agrium position peaked at $5K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Agrium as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.