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Wealthcare Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-70
Closed -$4K – 335
2019
Q4 		$4K Buy
+70
New +$3.28K ﹤0.01% 281
2015
Q3 		– Sell
-170
Closed -$5K – 273
2015
Q2 		$5K Sell
170
-515
-75% -$18.4K ﹤0.01% 254
2015
Q1 		$25K Buy
+685
New +$25.3K ﹤0.01% 363

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthcare Capital Management's CP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Canadian Pacific Kansas City (CP) in Q1 2020, closing a stake of 70 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in CP in Q1 2015 and held it in 3 quarters. The position peaked at $25K in Q1 2015. 460 funds tracked by Wall St. Rank hold CP as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Canadian Pacific Kansas City position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 70 Canadian Pacific Kansas City shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Canadian Pacific Kansas City in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Canadian Pacific Kansas City position peaked at $25K in Q1 2015.
  • 460 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.