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Copeland Capital Management’s VSE Corp VSEC Stock Holding History

Copeland Capital Management’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-455
Closed -$17K – 308
2019
Q4 		$17K Sell
455
-171
-27% -$6.36K ﹤0.01% 190
2019
Q3 		$21K Hold
626
– – ﹤0.01% 161
2019
Q2 		$18K Buy
626
+350
+127% +$10K ﹤0.01% 173
2019
Q1 		$9K Hold
276
– – ﹤0.01% 217
2018
Q4 		$8K Buy
+276
New +$8.3K ﹤0.01% 222

Other funds holding VSEC

KCS
Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kendall Capital Management Rockville, Maryland $600M AUM 48.63% 1-Year Est. Return

Copeland Capital Management's VSEC Position: Q1 2020 in Review

Copeland Capital Management sold out of VSE Corp (VSEC) in Q1 2020, closing a stake of 455 shares — an estimated $17K sold.

Copeland Capital Management first reported a position in VSEC in Q4 2018 and held it in 5 quarters. The position peaked at $21K in Q3 2019. 66 funds tracked by Wall St. Rank hold VSEC as of Q1 2020.

  • Copeland Capital Management reported no remaining VSE Corp position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 455 VSE Corp shares in Q1 2020, an estimated $17K.
  • Copeland Capital Management first reported a position in VSE Corp in Q4 2018 and held it in 5 quarters.
  • Copeland Capital Management's VSE Corp position peaked at $21K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held VSE Corp as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.