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Boston Private Bank & Trust’s Copa Holdings CPA Stock Holding History

Boston Private Bank & Trust’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
2014
Q1 		– Sell
-44
Closed -$7K – 1034
2013
Q4 		$7K Buy
+44
New +$6.65K ﹤0.01% 885

Other funds holding CPA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return

Boston Private Bank & Trust's CPA Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of Copa Holdings (CPA) in Q1 2014, closing a stake of 44 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in CPA in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 272 funds tracked by Wall St. Rank hold CPA as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Copa Holdings position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 44 Copa Holdings shares in Q1 2014, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in Copa Holdings in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Copa Holdings position peaked at $7K in Q4 2013.
  • 272 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.