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Acorn Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Acorn Wealth Advisors’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-240
Closed -$9K – 578
2018
Q1 		$9K Buy
240
+175
+269% +$6.32K 0.01% 521
2017
Q4 		$2K Buy
+65
New +$2.27K ﹤0.01% 692

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Acorn Wealth Advisors's CP Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2018, closing a stake of 240 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in CP in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 431 funds tracked by Wall St. Rank hold CP as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 240 Canadian Pacific Kansas City shares in Q2 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Canadian Pacific Kansas City position peaked at $9K in Q1 2018.
  • 431 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.