WIS
AGU

Wright Investors Service’s Agrium AGU Stock Holding History

Wright Investors Service’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
2014
Q3 		– Sell
-22,615
Closed -$2.07M – 228
2014
Q2 		$2.07M Sell
22,615
-475
-2% -$44.1K 0.94% 26
2014
Q1 		$2.25M Buy
23,090
+2,185
+10% +$200K 1.01% 23
2013
Q4 		$1.91M Sell
20,905
-245
-1% -$21.6K 0.84% 30
2013
Q3 		$1.78M Sell
21,150
-475
-2% -$41.6K 0.8% 33
2013
Q2 		$1.88M Buy
+21,625
New +$1.97M 0.89% 30

Other funds holding AGU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Wright Investors Service's AGU Position: Q3 2014 in Review

Wright Investors Service sold out of Agrium (AGU) in Q3 2014, closing a stake of 22,615 shares — an estimated $2.07M sold.

Wright Investors Service first reported a position in AGU in Q2 2013 and held it in 5 quarters. The position peaked at $2.25M in Q1 2014. 314 funds tracked by Wall St. Rank hold AGU as of Q3 2014.

  • Wright Investors Service reported no remaining Agrium position as of Q3 2014 after selling out during the quarter.
  • Wright Investors Service sold 22,615 Agrium shares in Q3 2014, an estimated $2.07M.
  • Wright Investors Service first reported a position in Agrium in Q2 2013 and held it in 5 quarters.
  • Wright Investors Service's Agrium position peaked at $2.25M in Q1 2014.
  • 314 funds tracked by Wall St. Rank held Agrium as of Q3 2014.

Based on Wright Investors Service's 13F filing for Q3 2014, filed 14 Oct 2014.