EWM
CPA icon

Elite Wealth Management’s Copa Holdings CPA Stock Holding History

Elite Wealth Management’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
-34
Closed -$5K – 395
2013
Q4 		$5K Buy
+34
New +$5.14K ﹤0.01% 454

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

Elite Wealth Management's CPA Position: Q1 2014 in Review

Elite Wealth Management sold out of Copa Holdings (CPA) in Q1 2014, closing a stake of 34 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in CPA in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 272 funds tracked by Wall St. Rank hold CPA as of Q1 2014.

  • Elite Wealth Management reported no remaining Copa Holdings position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 34 Copa Holdings shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Copa Holdings in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Copa Holdings position peaked at $5K in Q4 2013.
  • 272 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.