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

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 $528B 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mackenzie Financial

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