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B. Riley Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-50
Closed -$1K – 1026
2014
Q4 		$1K Sell
50
-100
-67% -$3.96K ﹤0.01% 973
2014
Q3 		$6K Hold
150
– – ﹤0.01% 871
2014
Q2 		$5K Buy
150
+50
+50% +$1.64K ﹤0.01% 933
2014
Q1 		$3K Buy
+100
New +$3.04K ﹤0.01% 948

Other funds holding CP

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

B. Riley Wealth Management's CP Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2015, closing a stake of 50 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in CP in Q1 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 429 funds tracked by Wall St. Rank hold CP as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 50 Canadian Pacific Kansas City shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Canadian Pacific Kansas City position peaked at $6K in Q3 2014.
  • 429 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.