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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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