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

Kiley Juergens 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
2018 Q4	–	Sell	-350	Closed	-$14K	–	159
2018 Q3	$14K	Hold	350	–	–	0.01%	420
2018 Q2	$12K	Buy	+350	New	+$12.9K	0.01%	408
2018 Q1	–	Sell	-150	Closed	-$5K	–	187
2017 Q4	$5K	Buy	+150	New	+$5.23K	﹤0.01%	541

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Kiley Juergens Wealth Management's CP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2018, closing a stake of 350 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in CP in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 480 funds tracked by Wall St. Rank hold CP as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 350 Canadian Pacific Kansas City shares in Q4 2018, an estimated $14K.
Kiley Juergens Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Canadian Pacific Kansas City position peaked at $14K in Q3 2018.
480 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.