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Burt Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Burt Wealth 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
2019
Q1 		– Sell
-300
Closed -$11K – 358
2018
Q4 		$11K Hold
300
– – 0.01% 270
2018
Q3 		$13K Buy
+300
New +$12K 0.01% 279
2016
Q2 		– Sell
-1,000
Closed -$27K – 447
2016
Q1 		$27K Buy
+1,000
New +$24.4K 0.02% 215

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Burt Wealth Advisors's CP Position: Q1 2019 in Review

Burt Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2019, closing a stake of 300 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in CP in Q1 2016 and held it in 3 quarters. The position peaked at $27K in Q1 2016. 474 funds tracked by Wall St. Rank hold CP as of Q1 2019.

  • Burt Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 300 Canadian Pacific Kansas City shares in Q1 2019, an estimated $11K.
  • Burt Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's Canadian Pacific Kansas City position peaked at $27K in Q1 2016.
  • 474 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.