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Wealthspire Advisors (Maryland)’s Canadian National Railway CNI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CNI Stock Details CNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,312
Closed -$205K – 500
2020
Q2 		$205K Buy
+2,312
New +$192K 0.01% 416
2020
Q1 		– Sell
-2,364
Closed -$214K – 443
2019
Q4 		$214K Buy
2,364
+82
+4% +$7.37K 0.01% 456
2019
Q3 		$205K Buy
2,282
+3
+0.1% +$277 0.02% 435
2019
Q2 		$211K Buy
2,279
+96
+4% +$8.82K 0.02% 426
2019
Q1 		$195K Buy
2,183
+111
+5% +$9.32K 0.01% 444
2018
Q4 		$154K Sell
2,072
-13
-0.6% -$1.08K 0.01% 463
2018
Q3 		$187K Sell
2,085
-385
-16% -$33.6K 0.02% 478
2018
Q2 		$202K Buy
2,470
+46
+2% +$3.66K 0.02% 459
2018
Q1 		$177K Sell
2,424
-262
-10% -$20.2K 0.02% 515
2017
Q4 		$222K Buy
2,686
+1,281
+91% +$103K 0.02% 446
2017
Q3 		$116K Sell
1,405
-11
-0.8% -$892 0.01% 649
2017
Q2 		$115K Buy
1,416
+12
+0.9% +$915 0.01% 640
2017
Q1 		$104K Buy
1,404
+1,203
+599% +$85.3K 0.01% 587
2016
Q4 		$14K Hold
201
– – ﹤0.01% 1114
2016
Q3 		$13K Hold
201
– – ﹤0.01% 1179
2016
Q2 		$12K Hold
201
– – ﹤0.01% 1154
2016
Q1 		$13K Buy
+201
New +$11.3K ﹤0.01% 1115

Other funds holding CNI

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CNI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Canadian National Railway (CNI) in Q3 2020, closing a stake of 2,312 shares — an estimated $205K sold.

Wealthspire Advisors (Maryland) first reported a position in CNI in Q1 2016 and held it in 17 quarters. The position peaked at $222K in Q4 2017. 653 funds tracked by Wall St. Rank hold CNI as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Canadian National Railway position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,312 Canadian National Railway shares in Q3 2020, an estimated $205K.
  • Wealthspire Advisors (Maryland) first reported a position in Canadian National Railway in Q1 2016 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Canadian National Railway position peaked at $222K in Q4 2017.
  • 653 funds tracked by Wall St. Rank held Canadian National Railway as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.