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Financial Gravity Companies’s Copa Holdings CPA Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+1
New +$78 ﹤0.01% 1388
2018
Q1 		$0 Hold
1
– – ﹤0.01% 1427
2017
Q4 		$0 Buy
+1
New +$130 ﹤0.01% 1365

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Companies's CPA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Copa Holdings (CPA) in Q4 2018: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CPA as recently as Q1 2018.

Financial Gravity Companies first reported a position in CPA in Q4 2017 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold CPA as of Q4 2018.

  • Financial Gravity Companies held 1 share of Copa Holdings worth $0 as of Q4 2018.
  • Copa Holdings was a new Financial Gravity Companies position in Q4 2018.
  • Copa Holdings made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1388 holding.
  • Financial Gravity Companies first reported a position in Copa Holdings in Q4 2017 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.