DWA
CP icon

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

Divergent 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
2018
Q2 		– Sell
-60
Closed -$2K – 142
2018
Q1 		$2K Buy
+60
New +$2.17K ﹤0.01% 148

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Divergent Wealth Advisors's CP Position: Q2 2018 in Review

Divergent Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2018, closing a stake of 60 shares — an estimated $2K sold.

Divergent Wealth Advisors first reported a position in CP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 432 funds tracked by Wall St. Rank hold CP as of Q2 2018.

  • Divergent Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 60 Canadian Pacific Kansas City shares in Q2 2018, an estimated $2K.
  • Divergent Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2018 and held it in 1 quarter.
  • Divergent Wealth Advisors's Canadian Pacific Kansas City position peaked at $2K in Q1 2018.
  • 432 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2018.

Based on Divergent Wealth Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.