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

Regal 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
2019
Q3 		– Sell
-6,670
Closed -$314K – 323
2019
Q2 		$314K Buy
+6,670
New +$298K 0.06% 243
2014
Q2 		– Sell
-1,250
Closed -$38K – 905
2014
Q1 		$38K Sell
1,250
-35
-3% -$1.06K 0.02% 390
2013
Q4 		$39K Buy
+1,285
New +$37K 0.02% 326

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Regal Investment Advisors's CP Position: Q3 2019 in Review

Regal Investment Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2019, closing a stake of 6,670 shares — an estimated $314K sold.

Regal Investment Advisors first reported a position in CP in Q4 2013 and held it in 3 quarters. The position peaked at $314K in Q2 2019. 462 funds tracked by Wall St. Rank hold CP as of Q3 2019.

  • Regal Investment Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 6,670 Canadian Pacific Kansas City shares in Q3 2019, an estimated $314K.
  • Regal Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Canadian Pacific Kansas City position peaked at $314K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.