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Tortoise Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Tortoise Investment 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
2017
Q4 		– Sell
-85
Closed -$3K – 561
2017
Q3 		$3K Hold
85
– – ﹤0.01% 432
2017
Q2 		$3K Buy
+85
New +$2.64K ﹤0.01% 433

Other funds holding CP

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tortoise Investment Management's CP Position: Q4 2017 in Review

Tortoise Investment Management sold out of Canadian Pacific Kansas City (CP) in Q4 2017, closing a stake of 85 shares — an estimated $3K sold.

Tortoise Investment Management first reported a position in CP in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 442 funds tracked by Wall St. Rank hold CP as of Q4 2017.

  • Tortoise Investment Management reported no remaining Canadian Pacific Kansas City position as of Q4 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 85 Canadian Pacific Kansas City shares in Q4 2017, an estimated $3K.
  • Tortoise Investment Management first reported a position in Canadian Pacific Kansas City in Q2 2017 and held it in 2 quarters.
  • Tortoise Investment Management's Canadian Pacific Kansas City position peaked at $3K in Q3 2017.
  • 442 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2017.

Based on Tortoise Investment Management's 13F filing for Q4 2017, filed 31 Jan 2018.