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Haber Trilix Advisors’s Copa Holdings CPA Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$118K Buy
+900
New +$115K 0.01% 161

Other funds holding CPA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Haber Trilix Advisors's CPA Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Copa Holdings (CPA) in Q2 2013: 900 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

253 funds tracked by Wall St. Rank hold CPA as of Q2 2013.

  • Haber Trilix Advisors held 900 shares of Copa Holdings worth $118K as of Q2 2013.
  • Copa Holdings was a new Haber Trilix Advisors position in Q2 2013.
  • Copa Holdings made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #161 holding.
  • 253 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.