Clear Perspective Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Clear Perspective 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 Q3	–	Sell	-1,390	Closed	-$65K	–	158
2019 Q2	$65K	Buy	+1,390	New	+$62.1K	0.04%	167
2018 Q3	–	Sell	-1,390	Closed	-$51K	–	194
2018 Q2	$51K	Hold	1,390	–	–	0.04%	246
2018 Q1	$49K	Hold	1,390	–	–	0.04%	242
2017 Q4	$51K	Hold	1,390	–	–	0.04%	230
2017 Q3	$47K	Hold	1,390	–	–	0.04%	238
2017 Q2	$45K	Hold	1,390	–	–	0.04%	230
2017 Q1	$41K	Hold	1,390	–	–	0.03%	225
2016 Q4	$40K	Buy	+1,390	New	+$41.1K	0.03%	218

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

ECU

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Clear Perspective Advisors's CP Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2019, closing a stake of 1,390 shares — an estimated $65K sold.

Clear Perspective Advisors first reported a position in CP in Q4 2016 and held it in 8 quarters. The position peaked at $65K in Q2 2019. 462 funds tracked by Wall St. Rank hold CP as of Q3 2019.

Clear Perspective Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,390 Canadian Pacific Kansas City shares in Q3 2019, an estimated $65K.
Clear Perspective Advisors first reported a position in Canadian Pacific Kansas City in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's Canadian Pacific Kansas City position peaked at $65K in Q2 2019.
462 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.