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Mader & Shannon Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Mader & Shannon 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
2016
Q4 		– Sell
-150,000
Closed -$4.58M – 10
2016
Q3 		$4.58M Buy
+150,000
New +$4.41M 3.48% 9
2014
Q3 		– Sell
-27,235
Closed -$987K – 15
2014
Q2 		$987K Buy
+27,235
New +$893K 0.76% 27

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mader & Shannon Wealth Management's CP Position: Q4 2016 in Review

Mader & Shannon Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2016, closing a stake of 150,000 shares — an estimated $4.58M sold.

Mader & Shannon Wealth Management first reported a position in CP in Q2 2014 and held it in 2 quarters. The position peaked at $4.58M in Q3 2016. 385 funds tracked by Wall St. Rank hold CP as of Q4 2016.

  • Mader & Shannon Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2016 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 150,000 Canadian Pacific Kansas City shares in Q4 2016, an estimated $4.58M.
  • Mader & Shannon Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2014 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Canadian Pacific Kansas City position peaked at $4.58M in Q3 2016.
  • 385 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2016.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2016, filed 13 Feb 2017.