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Greenwood Capital Associates’s Canadian Pacific Kansas City CP Stock Holding History

Greenwood Capital Associates’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
Q1 		– Sell
-6,025
Closed -$220K – 198
2017
Q4 		$220K Buy
+6,025
New +$210K 0.05% 189

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CCM
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WCM Investment Management
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $63.1B AUM 35.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Greenwood Capital Associates's CP Position: Q1 2018 in Review

Greenwood Capital Associates sold out of Canadian Pacific Kansas City (CP) in Q1 2018, closing a stake of 6,025 shares — an estimated $220K sold.

Greenwood Capital Associates first reported a position in CP in Q4 2017 and held it in 1 quarter. The position peaked at $220K in Q4 2017. 449 funds tracked by Wall St. Rank hold CP as of Q1 2018.

  • Greenwood Capital Associates reported no remaining Canadian Pacific Kansas City position as of Q1 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,025 Canadian Pacific Kansas City shares in Q1 2018, an estimated $220K.
  • Greenwood Capital Associates first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 1 quarter.
  • Greenwood Capital Associates's Canadian Pacific Kansas City position peaked at $220K in Q4 2017.
  • 449 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2018.

Based on Greenwood Capital Associates's 13F filing for Q1 2018, filed 15 May 2018.