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WMS Partners’s Canadian Pacific Kansas City CP Stock Holding History

WMS Partners’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
2024
Q4 		– Sell
-2,385
Closed -$204K – 302
2024
Q3 		$204K Buy
+2,385
New +$196K 0.01% 284
2018
Q4 		– Sell
-273,000
Closed -$11.6M – 192
2018
Q3 		$11.6M Hold
273,000
– – 1.3% 24
2018
Q2 		$9.99M Sell
273,000
-35
-0% -$1.29K 1.16% 29
2018
Q1 		$9.64M Sell
273,035
-11,310
-4% -$408K 1.14% 26
2017
Q4 		$10.4M Hold
284,345
– – 1.17% 28
2017
Q3 		$9.56M Buy
284,345
+310
+0.1% +$9.86K 1.14% 30
2017
Q2 		$9.13M Hold
284,035
– – 1.13% 29
2017
Q1 		$8.35M Hold
284,035
– – 1.05% 32
2016
Q4 		$8.11M Hold
284,035
– – 1.08% 32
2016
Q3 		$8.67M Buy
284,035
+1,000
+0.4% +$29.4K 1.16% 31
2016
Q2 		$7.29M Hold
283,035
– – 1.01% 31
2016
Q1 		$7.51M Sell
283,035
-140
-0% -$3.41K 1.04% 31
2015
Q4 		$7.23M Sell
283,175
-150
-0.1% -$4.21K 1.04% 30
2015
Q3 		$8.13M Sell
283,325
-1,070
-0.4% -$32.3K 1.24% 27
2015
Q2 		$9.11M Hold
284,395
– – 1.06% 28
2015
Q1 		$10.4M Buy
284,395
+18,570
+7% +$685K 1.27% 24
2014
Q4 		$10.2M Hold
265,825
– – 1.58% 23
2014
Q3 		$11M Hold
265,825
– – 1.73% 18
2014
Q2 		$9.63M Hold
265,825
– – 1.48% 24
2014
Q1 		$8M Buy
265,825
+325
+0.1% +$9.87K 1.28% 28
2013
Q4 		$8.04M Hold
265,500
– – 1.33% 28
2013
Q3 		$6.55M Hold
265,500
– – 1.25% 27
2013
Q2 		$6.45M Buy
+265,500
New +$6.68M 1.17% 28

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WMS Partners's CP Position: Q4 2024 in Review

WMS Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,385 shares — an estimated $204K sold.

WMS Partners first reported a position in CP in Q2 2013 and held it in 23 quarters. The position peaked at $11.6M in Q3 2018. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • WMS Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 2,385 Canadian Pacific Kansas City shares in Q4 2024, an estimated $204K.
  • WMS Partners first reported a position in Canadian Pacific Kansas City in Q2 2013 and held it in 23 quarters.
  • WMS Partners's Canadian Pacific Kansas City position peaked at $11.6M in Q3 2018.
  • 999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.