Mark Sheptoff Financial Planning’s Canadian Pacific Kansas City CP Stock Holding History

Mark Sheptoff Financial Planning’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
2023 Q3	–	Sell	-100	Closed	-$8.08K	–	389
2023 Q2	$8.08K	Buy	+100	New	+$7.89K	﹤0.01%	284
2016 Q2	–	Sell	-40	Closed	-$1K	–	351
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	328
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	353
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	367
2015 Q2	$1K	Buy	+40	New	+$1.43K	﹤0.01%	352

Other funds holding CP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's CP Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 100 shares — an estimated $8.08K sold.

Mark Sheptoff Financial Planning first reported a position in CP in Q2 2015 and held it in 5 quarters. The position peaked at $8.08K in Q2 2023. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 100 Canadian Pacific Kansas City shares in Q3 2023, an estimated $8.08K.
Mark Sheptoff Financial Planning first reported a position in Canadian Pacific Kansas City in Q2 2015 and held it in 5 quarters.
Mark Sheptoff Financial Planning's Canadian Pacific Kansas City position peaked at $8.08K in Q2 2023.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.