Financial Architects (New Jersey)’s Canadian Pacific Kansas City CP Stock Holding History

Financial Architects (New Jersey)’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	-250	Closed	-$9K	–	1353
2018 Q1	$9K	Hold	250	–	–	﹤0.01%	1105
2017 Q4	$9K	Hold	250	–	–	﹤0.01%	1168
2017 Q3	$8K	Hold	250	–	–	﹤0.01%	1174
2017 Q2	$8K	Hold	250	–	–	﹤0.01%	1183
2017 Q1	$7K	Buy	+250	New	+$7.42K	﹤0.01%	1210
2015 Q3	–	Sell	-500	Closed	-$16K	–	350
2015 Q2	$16K	Buy	+500	New	+$17.9K	0.01%	689

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

Financial Architects (New Jersey)'s CP Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Canadian Pacific Kansas City (CP) in Q2 2018, closing a stake of 250 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in CP in Q2 2015 and held it in 6 quarters. The position peaked at $16K in Q2 2015. 431 funds tracked by Wall St. Rank hold CP as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Canadian Pacific Kansas City position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 250 Canadian Pacific Kansas City shares in Q2 2018, an estimated $9K.
Financial Architects (New Jersey) first reported a position in Canadian Pacific Kansas City in Q2 2015 and held it in 6 quarters.
Financial Architects (New Jersey)'s Canadian Pacific Kansas City position peaked at $16K in Q2 2015.
431 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.