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

Lenox 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
2020
Q1 		– Sell
-50
Closed -$3K – 711
2019
Q4 		$3K Buy
+50
New +$2.34K ﹤0.01% 596

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Fidelity International
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Vanguard Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Management's CP Position: Q1 2020 in Review

Lenox Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in CP in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 461 funds tracked by Wall St. Rank hold CP as of Q1 2020.

  • Lenox Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 50 Canadian Pacific Kansas City shares in Q1 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Canadian Pacific Kansas City position peaked at $3K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.