Convergence Investment Partners’s Canadian Pacific Kansas City CP Stock Holding History

Convergence Investment 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
2018 Q2	–	Sell	-330	Closed	-$12K	–	439
2018 Q1	$12K	Buy	+330	New	+$11.9K	﹤0.01%	670
2014 Q1	–	Sell	-8,300	Closed	-$251K	–	376
2013 Q4	$251K	Sell	8,300 -1,530	-16%	-$44.1K	0.04%	329
2013 Q3	$242K	Sell	9,830 -2,325	-19%	-$57.5K	0.05%	264
2013 Q2	$295K	Buy	+12,155	New	+$306K	0.08%	260

Other funds holding CP

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Convergence Investment Partners's CP Position: Q2 2018 in Review

Convergence Investment Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2018, closing a stake of 330 shares — an estimated $12K sold.

Convergence Investment Partners first reported a position in CP in Q2 2013 and held it in 4 quarters. The position peaked at $295K in Q2 2013. 431 funds tracked by Wall St. Rank hold CP as of Q2 2018.

Convergence Investment Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 330 Canadian Pacific Kansas City shares in Q2 2018, an estimated $12K.
Convergence Investment Partners first reported a position in Canadian Pacific Kansas City in Q2 2013 and held it in 4 quarters.
Convergence Investment Partners's Canadian Pacific Kansas City position peaked at $295K in Q2 2013.
431 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.