Wealthspire Advisors (Maryland)’s Canadian Pacific Kansas City CP Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-2,075	Closed	-$86K	–	779
2019 Q1	$86K	Sell	2,075 -100	-5%	-$4.01K	0.01%	697
2018 Q4	$77K	Sell	2,175 -895	-29%	-$35.8K	0.01%	696
2018 Q3	$130K	Sell	3,070 -920	-23%	-$36.8K	0.01%	586
2018 Q2	$146K	Buy	3,990 +290	+8%	+$10.7K	0.01%	564
2018 Q1	$131K	Buy	3,700 +1,050	+40%	+$37.9K	0.01%	605
2017 Q4	$97K	Buy	2,650 +520	+24%	+$18.1K	0.01%	724
2017 Q3	$72K	Sell	2,130 -310	-13%	-$9.86K	0.01%	831
2017 Q2	$78K	Buy	2,440 +235	+11%	+$7.29K	0.01%	791
2017 Q1	$65K	Buy	2,205 +205	+10%	+$6.09K	0.01%	729
2016 Q4	$57K	Sell	2,000 -200	-9%	-$5.91K	0.01%	733
2016 Q3	$67K	Hold	2,200	–	–	0.01%	698
2016 Q2	$57K	Hold	2,200	–	–	0.01%	704
2016 Q1	$58K	Buy	2,200 +150	+7%	+$3.66K	0.01%	661
2015 Q4	$52K	Buy	+2,050	New	+$57.6K	0.01%	703

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Canadian Pacific Kansas City (CP) in Q2 2019, closing a stake of 2,075 shares — an estimated $86K sold.

Wealthspire Advisors (Maryland) first reported a position in CP in Q4 2015 and held it in 14 quarters. The position peaked at $146K in Q2 2018. 465 funds tracked by Wall St. Rank hold CP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Canadian Pacific Kansas City position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,075 Canadian Pacific Kansas City shares in Q2 2019, an estimated $86K.
Wealthspire Advisors (Maryland) first reported a position in Canadian Pacific Kansas City in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Canadian Pacific Kansas City position peaked at $146K in Q2 2018.
465 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.