MYCIO Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

MYCIO Wealth Partners’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	-1,500	Closed	-$46K	–	300
2016 Q3	$46K	Hold	1,500	–	–	0.01%	356
2016 Q2	$39K	Hold	1,500	–	–	0.01%	367
2016 Q1	$40K	Hold	1,500	–	–	0.01%	346
2015 Q4	$38K	Hold	1,500	–	–	0.01%	323
2015 Q3	$43K	Hold	1,500	–	–	0.01%	318
2015 Q2	$48K	Buy	+1,500	New	+$53.5K	0.01%	297

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MYCIO Wealth Partners's CP Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2016, closing a stake of 1,500 shares — an estimated $46K sold.

MYCIO Wealth Partners first reported a position in CP in Q2 2015 and held it in 6 quarters. The position peaked at $48K in Q2 2015. 385 funds tracked by Wall St. Rank hold CP as of Q4 2016.

MYCIO Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 1,500 Canadian Pacific Kansas City shares in Q4 2016, an estimated $46K.
MYCIO Wealth Partners first reported a position in Canadian Pacific Kansas City in Q2 2015 and held it in 6 quarters.
MYCIO Wealth Partners's Canadian Pacific Kansas City position peaked at $48K in Q2 2015.
385 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.