IWA
CP icon

IBEX Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-320
Closed -$10K – 130
2016
Q4 		$10K Buy
+320
New +$9.45K ﹤0.01% 285

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IBEX Wealth Advisors's CP Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2017, closing a stake of 320 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in CP in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 384 funds tracked by Wall St. Rank hold CP as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 320 Canadian Pacific Kansas City shares in Q1 2017, an estimated $10K.
  • IBEX Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Canadian Pacific Kansas City position peaked at $10K in Q4 2016.
  • 384 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.