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Winslow Evans & Crocker’s Canadian Pacific Kansas City CP Stock Holding History

Winslow Evans & Crocker’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
2016
Q4 		– Sell
-230
Closed -$6.87K – 1259
2016
Q3 		$6.87K Hold
230
– – ﹤0.01% 991
2016
Q2 		$5.8K Buy
230
+5
+2% +$135 ﹤0.01% 999
2016
Q1 		$5.97K Sell
225
-5
-2% -$122 ﹤0.01% 986
2015
Q4 		$5.74K Buy
+230
New +$6.46K ﹤0.01% 1037
2014
Q4 		– Sell
-10,430
Closed -$433K – 1316
2014
Q3 		$433K Buy
+10,430
New +$408K 0.12% 190

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Winslow Evans & Crocker's CP Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Canadian Pacific Kansas City (CP) in Q4 2016, closing a stake of 230 shares — an estimated $6.87K sold.

Winslow Evans & Crocker first reported a position in CP in Q3 2014 and held it in 5 quarters. The position peaked at $433K in Q3 2014. 385 funds tracked by Wall St. Rank hold CP as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining Canadian Pacific Kansas City position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 230 Canadian Pacific Kansas City shares in Q4 2016, an estimated $6.87K.
  • Winslow Evans & Crocker first reported a position in Canadian Pacific Kansas City in Q3 2014 and held it in 5 quarters.
  • Winslow Evans & Crocker's Canadian Pacific Kansas City position peaked at $433K in Q3 2014.
  • 385 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.