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Belmont Global Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Belmont Global 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
2015
Q1 		– Sell
-15,000
Closed -$578K – 85
2014
Q4 		$578K Sell
15,000
-13,750
-48% -$544K 0.57% 49
2014
Q3 		$1.19M Hold
28,750
– – 0.94% 33
2014
Q2 		$1.04M Buy
+28,750
New +$943K 0.75% 42

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

Belmont Global Advisors's CP Position: Q1 2015 in Review

Belmont Global Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2015, closing a stake of 15,000 shares — an estimated $578K sold.

Belmont Global Advisors first reported a position in CP in Q2 2014 and held it in 3 quarters. The position peaked at $1.19M in Q3 2014. 429 funds tracked by Wall St. Rank hold CP as of Q1 2015.

  • Belmont Global Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 15,000 Canadian Pacific Kansas City shares in Q1 2015, an estimated $578K.
  • Belmont Global Advisors first reported a position in Canadian Pacific Kansas City in Q2 2014 and held it in 3 quarters.
  • Belmont Global Advisors's Canadian Pacific Kansas City position peaked at $1.19M in Q3 2014.
  • 429 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.