Partners Capital Investment Group’s Canadian Pacific Kansas City CP Stock Holding History

Partners Capital Investment Group’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
2020 Q4	–	Sell	-262,140	Closed	-$16M	–	121
2020 Q3	$16M	Hold	262,140	–	–	0.98%	36
2020 Q2	$13.4M	Sell	262,140 -35,350	-12%	-$1.68M	0.66%	41
2020 Q1	$13.1M	Hold	297,490	–	–	0.89%	27
2019 Q4	$15.2M	Hold	297,490	–	–	1.15%	23
2019 Q3	$13.2M	Hold	297,490	–	–	1.15%	20
2019 Q2	$14M	Sell	297,490 -12,200	-4%	-$545K	1.39%	21
2019 Q1	$12.8M	Buy	309,690 +970	+0.3%	+$38.9K	1.26%	22
2018 Q4	$11M	Buy	308,720 +230	+0.1%	+$9.2K	1.3%	20
2018 Q3	$13.1M	Buy	+308,490	New	+$12.3M	1.41%	22

Other funds holding CP

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return