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	–	1355
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	–	352
2015 Q2	$16K	Buy	+500	New	+$17.9K	0.01%	689

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WCM Investment Management

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TD Asset Management

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

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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