MCM
CP icon

McKinley Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

McKinley Capital 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
2017
Q1 		– Sell
-482,950
Closed -$18.5M – 509
2016
Q4 		$18.5M Buy
+482,950
New +$14.3M 0.73% 48
2015
Q3 		– Sell
-960,500
Closed -$38.4M – 337
2015
Q2 		$38.4M Sell
960,500
-106,000
-10% -$3.78M 1.65% 7
2015
Q1 		$49.5M Hold
1,066,500
– – 1.98% 6
2014
Q4 		$47.7M Buy
1,066,500
+29,500
+3% +$1.17M 1.92% 5
2014
Q3 		$48.2M Sell
1,037,000
-3,500
-0.3% -$137K 2.12% 4
2014
Q2 		$40.2M Hold
1,040,500
– – 1.65% 10
2014
Q1 		$31.2M Sell
1,040,500
-118,200
-10% -$3.59M 1.31% 25
2013
Q4 		$37.2M Sell
1,158,700
-178,900
-13% -$5.15M 1.46% 17
2013
Q3 		$33.1M Sell
1,337,600
-84,750
-6% -$2.09M 1.45% 17
2013
Q2 		$36.3M Buy
+1,422,350
New +$35.8M 1.82% 9

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return