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Gupta Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-215
Closed -$6K – 1261
2015
Q3 		$6K Buy
+215
New +$6.48K ﹤0.01% 1013

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Royal Bank of Canada
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Gupta Wealth Management's CP Position: Q4 2015 in Review

Gupta Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2015, closing a stake of 215 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in CP in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 346 funds tracked by Wall St. Rank hold CP as of Q4 2015.

  • Gupta Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 215 Canadian Pacific Kansas City shares in Q4 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Canadian Pacific Kansas City position peaked at $6K in Q3 2015.
  • 346 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.