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

Howard 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
2020
Q1 		– Sell
-5
Closed – – 176
2019
Q4 		$0 Buy
+5
New +$234 ﹤0.01% 519

Other funds holding CP

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Howard Wealth Management's CP Position: Q1 2020 in Review

Howard Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2020, closing a stake of 5 shares.

Howard Wealth Management first reported a position in CP in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 461 funds tracked by Wall St. Rank hold CP as of Q1 2020.

  • Howard Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 5 Canadian Pacific Kansas City shares in Q1 2020.
  • Howard Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Canadian Pacific Kansas City position peaked at $0 in Q4 2019.
  • 461 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.