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One Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

One Wealth 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
2018
Q3 		– Sell
-65
Closed -$2K – 574
2018
Q2 		$2K Hold
65
– – ﹤0.01% 497
2018
Q1 		$2K Hold
65
– – ﹤0.01% 474
2017
Q4 		$2K Buy
+65
New +$2.27K ﹤0.01% 510

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

One Wealth Advisors's CP Position: Q3 2018 in Review

One Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2018, closing a stake of 65 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in CP in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 446 funds tracked by Wall St. Rank hold CP as of Q3 2018.

  • One Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 65 Canadian Pacific Kansas City shares in Q3 2018, an estimated $2K.
  • One Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Canadian Pacific Kansas City position peaked at $2K in Q2 2018.
  • 446 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.