Archford Capital Strategies’s Canadian Pacific Kansas City CP Stock Holding History

Archford Capital Strategies’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
2016 Q4	–	Sell	-60	Closed	-$1K	–	663
2016 Q3	$1K	Buy	+60	New	+$1.76K	﹤0.01%	581
2016 Q1	–	Sell	-1,070	Closed	-$28K	–	261
2015 Q4	$28K	Hold	1,070	–	–	0.01%	332
2015 Q3	$31K	Hold	1,070	–	–	0.02%	225
2015 Q2	$34K	Buy	1,070 +165	+18%	+$5.89K	0.02%	225
2015 Q1	$33.1K	Hold	905	–	–	0.02%	232
2014 Q4	$35K	Buy	905 +115	+15%	+$4.55K	0.03%	242
2014 Q3	$33K	Hold	790	–	–	0.03%	242
2014 Q2	$28.6K	Hold	790	–	–	0.02%	271
2014 Q1	$23.8K	Buy	+790	New	+$24K	0.02%	301

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Archford Capital Strategies's CP Position: Q4 2016 in Review

Archford Capital Strategies sold out of Canadian Pacific Kansas City (CP) in Q4 2016, closing a stake of 60 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in CP in Q1 2014 and held it in 9 quarters. The position peaked at $35K in Q4 2014. 385 funds tracked by Wall St. Rank hold CP as of Q4 2016.

Archford Capital Strategies reported no remaining Canadian Pacific Kansas City position as of Q4 2016 after selling out during the quarter.
Archford Capital Strategies sold 60 Canadian Pacific Kansas City shares in Q4 2016, an estimated $1K.
Archford Capital Strategies first reported a position in Canadian Pacific Kansas City in Q1 2014 and held it in 9 quarters.
Archford Capital Strategies's Canadian Pacific Kansas City position peaked at $35K in Q4 2014.
385 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.