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Mountain Capital Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-50
Closed -$2K – 110
2017
Q3 		$2K Hold
50
– – ﹤0.01% 419
2017
Q2 		$2K Buy
+50
New +$1.55K ﹤0.01% 450

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mountain Capital Investment Advisors's CP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2017, closing a stake of 50 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in CP in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 442 funds tracked by Wall St. Rank hold CP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 50 Canadian Pacific Kansas City shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Canadian Pacific Kansas City in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Canadian Pacific Kansas City position peaked at $2K in Q3 2017.
  • 442 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.