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Mosaic Family Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-305
Closed -$8K – 796
2016
Q1 		$8K Buy
+305
New +$7.43K ﹤0.01% 546

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Mosaic Family Wealth's CP Position: Q2 2016 in Review

Mosaic Family Wealth sold out of Canadian Pacific Kansas City (CP) in Q2 2016, closing a stake of 305 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in CP in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 341 funds tracked by Wall St. Rank hold CP as of Q2 2016.

  • Mosaic Family Wealth reported no remaining Canadian Pacific Kansas City position as of Q2 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 305 Canadian Pacific Kansas City shares in Q2 2016, an estimated $8K.
  • Mosaic Family Wealth first reported a position in Canadian Pacific Kansas City in Q1 2016 and held it in 1 quarter.
  • Mosaic Family Wealth's Canadian Pacific Kansas City position peaked at $8K in Q1 2016.
  • 341 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.