Shine Investment Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$289K	Hold	4,745	–	–	0.1%	104
2020 Q2	$242K	Hold	4,745	–	–	0.09%	107
2020 Q1	$208K	Hold	4,745	–	–	0.1%	107
2019 Q4	$242K	Hold	4,745	–	–	0.1%	112
2019 Q3	$211K	Hold	4,745	–	–	0.1%	108
2019 Q2	$223K	Hold	4,745	–	–	0.1%	109
2019 Q1	$196K	Hold	4,745	–	–	0.09%	121
2018 Q4	$169K	Sell	4,745 -280	-6%	-$11.2K	0.08%	118
2018 Q3	$213K	Hold	5,025	–	–	0.11%	101
2018 Q2	$184K	Hold	5,025	–	–	0.09%	114
2018 Q1	$177K	Hold	5,025	–	–	0.09%	105
2017 Q4	$184K	Hold	5,025	–	–	0.09%	105
2017 Q3	$169K	Sell	5,025 -55	-1%	-$1.75K	0.09%	104
2017 Q2	$163K	Buy	+5,080	New	+$158K	0.08%	105

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VAM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

ECU

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

Shine Investment Advisory Services's CP Position: Q3 2020 in Review

Shine Investment Advisory Services held its Canadian Pacific Kansas City (CP) position steady in Q3 2020 at 4,745 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #104.

Shine Investment Advisory Services first reported a position in CP in Q2 2017 and has held it in 14 quarters since. 491 funds tracked by Wall St. Rank hold CP as of Q3 2020.

Shine Investment Advisory Services held 4,745 shares of Canadian Pacific Kansas City worth $289K as of Q3 2020.
Shine Investment Advisory Services left its Canadian Pacific Kansas City share count unchanged in Q3 2020.
Canadian Pacific Kansas City made up 0.1% of Shine Investment Advisory Services's portfolio in Q3 2020, its #104 holding.
Shine Investment Advisory Services first reported a position in Canadian Pacific Kansas City in Q2 2017 and has held it in 14 quarters since.
491 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.