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KCS Wealth Advisory’s Canadian Pacific Kansas City CP Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-810
Closed -$36K – 196
2019
Q3 		$36K Buy
+810
New +$38.1K 0.02% 267

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

KCS Wealth Advisory's CP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Canadian Pacific Kansas City (CP) in Q4 2019, closing a stake of 810 shares — an estimated $36K sold.

KCS Wealth Advisory first reported a position in CP in Q3 2019 and held it in 1 quarter. The position peaked at $36K in Q3 2019. 461 funds tracked by Wall St. Rank hold CP as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Canadian Pacific Kansas City position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 810 Canadian Pacific Kansas City shares in Q4 2019, an estimated $36K.
  • KCS Wealth Advisory first reported a position in Canadian Pacific Kansas City in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Canadian Pacific Kansas City position peaked at $36K in Q3 2019.
  • 461 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.