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Reilly Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-510
Closed -$14K – 834
2016
Q1 		$14K Buy
+510
New +$12.4K ﹤0.01% 676

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 $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 25.66% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Reilly Financial Advisors's CP Position: Q4 2021 in Review

Reilly Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 172% in Q4 2021, buying an estimated $151K and bringing the position to 3,267 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #195.

Reilly Financial Advisors first reported a position in CP in Q4 2013 and has held it in 31 quarters since. 915 funds tracked by Wall St. Rank hold CP as of Q4 2021.

  • Reilly Financial Advisors held 3,267 shares of Canadian Pacific Kansas City worth $235K as of Q4 2021.
  • Reilly Financial Advisors bought 2,067 Canadian Pacific Kansas City shares in Q4 2021, an estimated $151K.
  • Canadian Pacific Kansas City made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #195 holding.
  • Reilly Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 31 quarters since.
  • 915 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.