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USCA RIA’s Canadian Pacific Kansas City CP Stock Holding History

USCA RIA’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
2019
Q3 		– Sell
-4,985
Closed -$234K – 458
2019
Q2 		$234K Sell
4,985
-160
-3% -$7.14K 0.02% 395
2019
Q1 		$212K Buy
+5,145
New +$206K 0.02% 394
2018
Q4 		– Sell
-4,890
Closed -$207K – 435
2018
Q3 		$207K Buy
+4,890
New +$196K 0.02% 441

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

USCA RIA's CP Position: Q3 2019 in Review

USCA RIA sold out of Canadian Pacific Kansas City (CP) in Q3 2019, closing a stake of 4,985 shares — an estimated $234K sold.

USCA RIA first reported a position in CP in Q3 2018 and held it in 3 quarters. The position peaked at $234K in Q2 2019. 462 funds tracked by Wall St. Rank hold CP as of Q3 2019.

  • USCA RIA reported no remaining Canadian Pacific Kansas City position as of Q3 2019 after selling out during the quarter.
  • USCA RIA sold 4,985 Canadian Pacific Kansas City shares in Q3 2019, an estimated $234K.
  • USCA RIA first reported a position in Canadian Pacific Kansas City in Q3 2018 and held it in 3 quarters.
  • USCA RIA's Canadian Pacific Kansas City position peaked at $234K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2019.

Based on USCA RIA's 13F filing for Q3 2019, filed 31 Oct 2019.