Turner Investments’s Canadian Pacific Kansas City CP Stock Holding History

Turner Investments’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 Q1	–	Sell	-1,250	Closed	-$36K	–	230
2016 Q4	$36K	Buy	+1,250	New	+$36.9K	0.01%	243
2015 Q2	–	Sell	-31,885	Closed	-$1.17M	–	273
2015 Q1	$1.17M	Sell	31,885 -31,470	-50%	-$1.16M	0.21%	143
2014 Q4	$2.44M	Sell	63,355 -27,765	-30%	-$1.1M	0.29%	103
2014 Q3	$3.78M	Sell	91,120 -4,730	-5%	-$185K	0.23%	141
2014 Q2	$3.47M	Sell	95,850 -138,980	-59%	-$4.56M	0.15%	188
2014 Q1	$7.07M	Sell	234,830 -117,730	-33%	-$3.57M	0.19%	174
2013 Q4	$10.7M	Sell	352,560 -67,335	-16%	-$1.94M	0.19%	169
2013 Q3	$10.4M	Sell	419,895 -57,860	-12%	-$1.43M	0.17%	189
2013 Q2	$11.6M	Buy	+477,755	New	+$12M	0.16%	202

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WCM Investment Management

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

TD Asset Management

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return