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Rikoon Group’s Canadian Pacific Kansas City CP Stock Holding History

Rikoon 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
2017
Q1 		– Sell
-33,380
Closed -$987K – 171
2016
Q4 		$987K Sell
33,380
-3,285
-9% -$97.1K 0.43% 69
2016
Q3 		$1.12M Buy
+36,665
New +$1.08M 0.89% 38

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rikoon Group's CP Position: Q1 2017 in Review

Rikoon Group sold out of Canadian Pacific Kansas City (CP) in Q1 2017, closing a stake of 33,380 shares — an estimated $987K sold.

Rikoon Group first reported a position in CP in Q3 2016 and held it in 2 quarters. The position peaked at $1.12M in Q3 2016. 384 funds tracked by Wall St. Rank hold CP as of Q1 2017.

  • Rikoon Group reported no remaining Canadian Pacific Kansas City position as of Q1 2017 after selling out during the quarter.
  • Rikoon Group sold 33,380 Canadian Pacific Kansas City shares in Q1 2017, an estimated $987K.
  • Rikoon Group first reported a position in Canadian Pacific Kansas City in Q3 2016 and held it in 2 quarters.
  • Rikoon Group's Canadian Pacific Kansas City position peaked at $1.12M in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2017.

Based on Rikoon Group's 13F filing for Q1 2017, filed 15 May 2017.