Ground Swell Capital’s Copa Holdings CPA Stock Holding History

Ground Swell Capital’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 Q3	$10K	Buy	+92	New	+$12.3K	0.02%	938

Other funds holding CPA

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TGA

Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ground Swell Capital's CPA Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Copa Holdings (CPA) in Q3 2014: 92 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #938 among its holdings.

270 funds tracked by Wall St. Rank hold CPA as of Q3 2014.

Ground Swell Capital held 92 shares of Copa Holdings worth $10K as of Q3 2014.
Copa Holdings was a new Ground Swell Capital position in Q3 2014.
Copa Holdings made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #938 holding.
270 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.