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Edge Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Edge 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 		$91K Sell
2,510
-5
-0.2% -$184 0.01% 413
2018
Q1 		$88K Buy
2,515
+600
+31% +$21.7K 0.01% 428
2017
Q4 		$69K Buy
1,915
+330
+21% +$11.5K 0.01% 463
2017
Q3 		$53K Buy
1,585
+5
+0.3% +$159 0.01% 491
2017
Q2 		$50K Buy
1,580
+555
+54% +$17.2K 0.01% 506
2017
Q1 		$30K Buy
1,025
+700
+215% +$20.8K ﹤0.01% 603
2016
Q4 		$9K Buy
+325
New +$9.6K ﹤0.01% 700

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 $10.4B AUM 25.66% 1-Year Est. Return

Edge Advisors's CP Position: Q2 2018 in Review

Edge Advisors reduced its Canadian Pacific Kansas City (CP) stake by 0.2% in Q2 2018, selling an estimated $184 and leaving 2,510 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #413.

Edge Advisors first reported a position in CP in Q4 2016 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold CP as of Q2 2018.

  • Edge Advisors held 2,510 shares of Canadian Pacific Kansas City worth $91K as of Q2 2018.
  • Edge Advisors sold 5 Canadian Pacific Kansas City shares in Q2 2018, an estimated $184.
  • Canadian Pacific Kansas City made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #413 holding.
  • Edge Advisors first reported a position in Canadian Pacific Kansas City in Q4 2016 and has held it in 7 quarters since.
  • 432 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.