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WealthTrust-Arizona’s Canadian Pacific Kansas City CP Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-80
Closed -$3K – 627
2014
Q3 		$3K Hold
80
– – ﹤0.01% 529
2014
Q2 		$3K Buy
+80
New +$2.62K ﹤0.01% 521

Other funds holding CP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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

WealthTrust-Arizona's CP Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Canadian Pacific Kansas City (CP) in Q4 2014, closing a stake of 80 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in CP in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 420 funds tracked by Wall St. Rank hold CP as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Canadian Pacific Kansas City position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 80 Canadian Pacific Kansas City shares in Q4 2014, an estimated $3K.
  • WealthTrust-Arizona first reported a position in Canadian Pacific Kansas City in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Canadian Pacific Kansas City position peaked at $3K in Q3 2014.
  • 420 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.