Taylor Wealth Management Partners’s Canadian Pacific Kansas City CP Stock Holding History

Taylor Wealth Management Partners’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
2018 Q3	–	Sell	-375	Closed	-$14K	–	136
2018 Q2	$14K	Hold	375	–	–	0.01%	98
2018 Q1	$13K	Hold	375	–	–	0.01%	95
2017 Q4	$14K	Hold	375	–	–	0.01%	119
2017 Q3	$13K	Sell	375 -75	-17%	-$2.39K	0.01%	125
2017 Q2	$14K	Hold	450	–	–	0.01%	123
2017 Q1	$13K	Hold	450	–	–	0.01%	125
2016 Q4	$13K	Hold	450	–	–	0.01%	127
2016 Q3	$14K	Hold	450	–	–	0.01%	117
2016 Q2	$12K	Hold	450	–	–	﹤0.01%	115
2016 Q1	$12K	Hold	450	–	–	0.01%	112
2015 Q4	$11K	Sell	450 -375	-45%	-$10.5K	﹤0.01%	110
2015 Q3	$24K	Sell	825 -125	-13%	-$3.77K	0.01%	93
2015 Q2	$30K	Sell	950 -152,815	-99%	-$5.46M	0.01%	111
2015 Q1	$5.62M	Buy	+153,765	New	+$5.68M	1.76%	32

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

TD Asset Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Bank of Montreal

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