Tompkins Financial’s Canadian Pacific Kansas City CP Stock Holding History

Tompkins Financial’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
2022 Q2	–	Sell	-35	Closed	-$3K	–	584
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	549
2021 Q4	$3K	Buy	+35	New	+$2.56K	﹤0.01%	320
2015 Q2	–	Sell	-110	Closed	-$4K	–	505
2015 Q1	$4K	Hold	110	–	–	﹤0.01%	484
2014 Q4	$4K	Hold	110	–	–	﹤0.01%	430
2014 Q3	$5K	Hold	110	–	–	﹤0.01%	424
2014 Q2	$4K	Hold	110	–	–	﹤0.01%	457
2014 Q1	$3K	Hold	110	–	–	﹤0.01%	459
2013 Q4	$3K	Buy	+110	New	+$3.17K	﹤0.01%	485

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Tompkins Financial's CP Position: Q2 2022 in Review

Tompkins Financial sold out of Canadian Pacific Kansas City (CP) in Q2 2022, closing a stake of 35 shares — an estimated $3K sold.

Tompkins Financial first reported a position in CP in Q4 2013 and held it in 8 quarters. The position peaked at $5K in Q3 2014. 843 funds tracked by Wall St. Rank hold CP as of Q2 2022.

Tompkins Financial reported no remaining Canadian Pacific Kansas City position as of Q2 2022 after selling out during the quarter.
Tompkins Financial sold 35 Canadian Pacific Kansas City shares in Q2 2022, an estimated $3K.
Tompkins Financial first reported a position in Canadian Pacific Kansas City in Q4 2013 and held it in 8 quarters.
Tompkins Financial's Canadian Pacific Kansas City position peaked at $5K in Q3 2014.
843 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on Tompkins Financial's 13F filing for Q2 2022, filed 14 Jul 2022.