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Altium Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Altium Wealth Management’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
Q4 		– Sell
-4,865
Closed -$206K – 281
2018
Q3 		$206K Sell
4,865
-1,340
-22% -$53.6K 0.04% 272
2018
Q2 		$227K Buy
+6,205
New +$228K 0.06% 227

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Altium Wealth Management's CP Position: Q4 2018 in Review

Altium Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2018, closing a stake of 4,865 shares — an estimated $206K sold.

Altium Wealth Management first reported a position in CP in Q2 2018 and held it in 2 quarters. The position peaked at $227K in Q2 2018. 480 funds tracked by Wall St. Rank hold CP as of Q4 2018.

  • Altium Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 4,865 Canadian Pacific Kansas City shares in Q4 2018, an estimated $206K.
  • Altium Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2018 and held it in 2 quarters.
  • Altium Wealth Management's Canadian Pacific Kansas City position peaked at $227K in Q2 2018.
  • 480 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.