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Gupta Wealth Management’s Copa Holdings CPA Stock Holding History

Gupta 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
2015
Q3 		– Sell
-100
Closed -$8K – 1268
2015
Q2 		$8K Buy
100
+81
+426% +$7.73K ﹤0.01% 945
2015
Q1 		$2K Buy
+19
New +$2.06K ﹤0.01% 999

Other funds holding CPA

FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Gupta Wealth Management's CPA Position: Q3 2015 in Review

Gupta Wealth Management sold out of Copa Holdings (CPA) in Q3 2015, closing a stake of 100 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in CPA in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 197 funds tracked by Wall St. Rank hold CPA as of Q3 2015.

  • Gupta Wealth Management reported no remaining Copa Holdings position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 100 Copa Holdings shares in Q3 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in Copa Holdings in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Copa Holdings position peaked at $8K in Q2 2015.
  • 197 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.