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

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 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

Bank of Montreal

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

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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