Sheets Smith Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-15,715	Closed	-$699K	–	316
2019 Q3	$699K	Buy	15,715 +385	+3%	+$18.1K	0.14%	154
2019 Q2	$721K	Sell	15,330 -155	-1%	-$6.92K	0.15%	157
2019 Q1	$638K	Buy	+15,485	New	+$621K	0.14%	169
2014 Q4	–	Sell	-25,810	Closed	-$1.07M	–	251
2014 Q3	$1.07M	Buy	25,810 +1,420	+6%	+$55.6K	0.29%	102
2014 Q2	$884K	Buy	+24,390	New	+$800K	0.24%	132

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sheets Smith Wealth Management's CP Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2019, closing a stake of 15,715 shares — an estimated $699K sold.

Sheets Smith Wealth Management first reported a position in CP in Q2 2014 and held it in 5 quarters. The position peaked at $1.07M in Q3 2014. 461 funds tracked by Wall St. Rank hold CP as of Q4 2019.

Sheets Smith Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 15,715 Canadian Pacific Kansas City shares in Q4 2019, an estimated $699K.
Sheets Smith Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2014 and held it in 5 quarters.
Sheets Smith Wealth Management's Canadian Pacific Kansas City position peaked at $1.07M in Q3 2014.
461 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.