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IHT Wealth Management’s Copa Holdings CPA Stock Holding History

IHT 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
2018
Q1 		– Sell
-400
Closed -$53K – 1699
2017
Q4 		$53K Sell
400
-73
-15% -$9.5K 0.01% 679
2017
Q3 		$60K Hold
473
– – 0.03% 472
2017
Q2 		$494 Sell
473
-110
-19% -$12.7K 0.24% 102
2017
Q1 		$66K Buy
583
+200
+52% +$20.4K 0.04% 362
2016
Q4 		$35K Buy
+383
New +$34.7K 0.03% 469

Other funds holding CPA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IHT Wealth Management's CPA Position: Q1 2018 in Review

IHT Wealth Management sold out of Copa Holdings (CPA) in Q1 2018, closing a stake of 400 shares — an estimated $53K sold.

IHT Wealth Management first reported a position in CPA in Q4 2016 and held it in 5 quarters. The position peaked at $66K in Q1 2017. 241 funds tracked by Wall St. Rank hold CPA as of Q1 2018.

  • IHT Wealth Management reported no remaining Copa Holdings position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 400 Copa Holdings shares in Q1 2018, an estimated $53K.
  • IHT Wealth Management first reported a position in Copa Holdings in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's Copa Holdings position peaked at $66K in Q1 2017.
  • 241 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.