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Integrated Wealth Management (Palm Desert)’s Copa Holdings CPA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-8
Closed – – 1368
2015
Q1 		$0 Buy
+8
New +$868 ﹤0.01% 1298

Other funds holding CPA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CPA Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Copa Holdings (CPA) in Q2 2015, closing a stake of 8 shares.

Integrated Wealth Management (Palm Desert) first reported a position in CPA in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 232 funds tracked by Wall St. Rank hold CPA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Copa Holdings position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 8 Copa Holdings shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Copa Holdings in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Copa Holdings position peaked at $0 in Q1 2015.
  • 232 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.