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CFM Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-915
Closed -$46K – 223
2020
Q2 		$46K Sell
915
-2,550
-74% -$121K 0.02% 291
2020
Q1 		$153K Buy
+3,465
New +$171K 0.07% 156

Other funds holding CP

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

CFM Wealth Partners's CP Position: Q3 2020 in Review

CFM Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q3 2020, closing a stake of 915 shares — an estimated $46K sold.

CFM Wealth Partners first reported a position in CP in Q1 2020 and held it in 2 quarters. The position peaked at $153K in Q1 2020. 491 funds tracked by Wall St. Rank hold CP as of Q3 2020.

  • CFM Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 915 Canadian Pacific Kansas City shares in Q3 2020, an estimated $46K.
  • CFM Wealth Partners first reported a position in Canadian Pacific Kansas City in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Canadian Pacific Kansas City position peaked at $153K in Q1 2020.
  • 491 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.