Integrated Advisors Network’s Canadian Pacific Kansas City CP Stock Holding History

Integrated Advisors Network’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
2021 Q2	–	Sell	-20,995	Closed	-$1.59M	–	583
2021 Q1	$1.59M	Buy	20,995 +2,605	+14%	+$187K	0.15%	156
2020 Q4	$1.27M	Buy	18,390 +2,665	+17%	+$173K	0.14%	166
2020 Q3	$957K	Buy	15,725 +590	+4%	+$33.7K	0.12%	182
2020 Q2	$773K	Sell	15,135 -1,210	-7%	-$57.4K	0.09%	206
2020 Q1	$718K	Buy	16,345 +1,420	+10%	+$69.9K	0.14%	156
2019 Q4	$761K	Buy	+14,925	New	+$700K	0.1%	199

Other funds holding CP

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return