BDO Wealth Advisors’s Copa Holdings CPA Stock Holding History

BDO Wealth Advisors’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-100	Closed	-$13K	–	578
2017 Q4	$13K	Buy	+100	New	+$13K	0.01%	312

Other funds holding CPA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's CPA Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Copa Holdings (CPA) in Q1 2018, closing a stake of 100 shares — an estimated $13K sold.

BDO Wealth Advisors first reported a position in CPA in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 241 funds tracked by Wall St. Rank hold CPA as of Q1 2018.

BDO Wealth Advisors reported no remaining Copa Holdings position as of Q1 2018 after selling out during the quarter.
BDO Wealth Advisors sold 100 Copa Holdings shares in Q1 2018, an estimated $13K.
BDO Wealth Advisors first reported a position in Copa Holdings in Q4 2017 and held it in 1 quarter.
BDO Wealth Advisors's Copa Holdings position peaked at $13K in Q4 2017.
241 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.