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WFG Advisors’s Canadian Pacific Kansas City CP Stock Holding History

WFG Advisors’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
2017
Q2 		$84K Buy
+2,625
New +$81.4K 0.02% 567
2014
Q4 		– Sell
-500
Closed -$21K – 2096
2014
Q3 		$21K Buy
+500
New +$19.6K ﹤0.01% 1253

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's CP Position: Q2 2017 in Review

WFG Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q2 2017: 2,625 shares worth $84K. The stake represents 0.02% of the portfolio and ranks #567 among its holdings. This is a return to the name: WFG Advisors previously reported a position in CP as recently as Q3 2014.

WFG Advisors first reported a position in CP in Q3 2014 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold CP as of Q2 2017.

  • WFG Advisors held 2,625 shares of Canadian Pacific Kansas City worth $84K as of Q2 2017.
  • Canadian Pacific Kansas City was a new WFG Advisors position in Q2 2017.
  • Canadian Pacific Kansas City made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #567 holding.
  • WFG Advisors first reported a position in Canadian Pacific Kansas City in Q3 2014 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.