Winslow Evans & Crocker’s Agrium AGU Stock Holding History

Winslow Evans & Crocker’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	–	Sell	-200	Closed	-$19.1K	–	1314
2017 Q1	$19.1K	Hold	200	–	–	0.01%	742
2016 Q4	$20.1K	Hold	200	–	–	0.01%	722
2016 Q3	$18.1K	Hold	200	–	–	0.01%	755
2016 Q2	$18.1K	Hold	200	–	–	0.01%	717
2016 Q1	$17.7K	Sell	200 -300	-60%	-$25.9K	0.01%	730
2015 Q4	$44.7K	Sell	500 -710	-59%	-$67.2K	0.01%	558
2015 Q3	$108K	Sell	1,210 -450	-27%	-$45.5K	0.03%	372
2015 Q2	$176K	Sell	1,660 -60	-3%	-$6.31K	0.05%	332
2015 Q1	$179K	Buy	1,720 +100	+6%	+$10.7K	0.05%	316
2014 Q4	$153K	Buy	1,620 +200	+14%	+$18.7K	0.04%	327
2014 Q3	$126K	Buy	1,420 +310	+28%	+$28.5K	0.04%	387
2014 Q2	$102K	Buy	+1,110	New	+$103K	0.03%	358
2014 Q1	–	Sell	-70	Closed	-$6K	–	1445
2013 Q4	$6K	Buy	+70	New	+$6.18K	﹤0.01%	1109

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