Berman Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	61 -50	-45%	-$3.56K	﹤0.01%	1570
2021 Q2	$8K	Buy	111 +1	+0.9%	+$78	﹤0.01%	1188
2021 Q1	$8K	Buy	110 +15	+16%	+$1.08K	﹤0.01%	1091
2020 Q4	$6K	Sell	95 -90	-49%	-$5.86K	﹤0.01%	1074
2020 Q3	$11K	Sell	185 -40	-18%	-$2.28K	﹤0.01%	758
2020 Q2	$11K	Sell	225 -80	-26%	-$3.79K	﹤0.01%	718
2020 Q1	$13K	Buy	305 +120	+65%	+$5.91K	﹤0.01%	598
2019 Q4	$9K	Hold	185	–	–	﹤0.01%	768
2019 Q3	$8K	Hold	185	–	–	﹤0.01%	776
2019 Q2	$8K	Buy	185 +60	+48%	+$2.68K	﹤0.01%	802
2019 Q1	$5K	Buy	125 +90	+257%	+$3.61K	﹤0.01%	854
2018 Q4	$1K	Buy	+35	New	+$1.4K	﹤0.01%	970

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Berman Capital Advisors's CP Position: Q3 2021 in Review

Berman Capital Advisors reduced its Canadian Pacific Kansas City (CP) stake by 45% in Q3 2021, selling an estimated $3.56K and leaving 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Berman Capital Advisors first reported a position in CP in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q1 2020. 562 funds tracked by Wall St. Rank hold CP as of Q3 2021.

Berman Capital Advisors held 61 shares of Canadian Pacific Kansas City worth $3K as of Q3 2021.
Berman Capital Advisors sold 50 Canadian Pacific Kansas City shares in Q3 2021, an estimated $3.56K.
Canadian Pacific Kansas City made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1570 holding.
Berman Capital Advisors first reported a position in Canadian Pacific Kansas City in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Canadian Pacific Kansas City position peaked at $13K in Q1 2020.
562 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.