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

LBA 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
2014
Q4 		– Sell
-505
Closed -$21K – 316
2014
Q3 		$21K Buy
+505
New +$19.8K 0.01% 228

Other funds holding CP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LBA Wealth Management's CP Position: Q4 2014 in Review

LBA Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2014, closing a stake of 505 shares — an estimated $21K sold.

LBA Wealth Management first reported a position in CP in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 421 funds tracked by Wall St. Rank hold CP as of Q4 2014.

  • LBA Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 505 Canadian Pacific Kansas City shares in Q4 2014, an estimated $21K.
  • LBA Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Canadian Pacific Kansas City position peaked at $21K in Q3 2014.
  • 421 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.