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WealthOne’s Canadian Pacific Kansas City CP Stock Holding History

WealthOne’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
Q1 		– Sell
-195
Closed -$7K – 158
2018
Q4 		$7K Buy
+195
New +$7.8K 0.01% 414

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WealthOne's CP Position: Q1 2019 in Review

WealthOne sold out of Canadian Pacific Kansas City (CP) in Q1 2019, closing a stake of 195 shares — an estimated $7K sold.

WealthOne first reported a position in CP in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 474 funds tracked by Wall St. Rank hold CP as of Q1 2019.

  • WealthOne reported no remaining Canadian Pacific Kansas City position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 195 Canadian Pacific Kansas City shares in Q1 2019, an estimated $7K.
  • WealthOne first reported a position in Canadian Pacific Kansas City in Q4 2018 and held it in 1 quarter.
  • WealthOne's Canadian Pacific Kansas City position peaked at $7K in Q4 2018.
  • 474 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.