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Jaffetilchin Investment Partners’s Copa Holdings CPA Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-2,572
Closed -$367K – 210
2014
Q2 		$367K Buy
2,572
+140
+6% +$19.6K 0.13% 147
2014
Q1 		$353K Sell
2,432
-7,799
-76% -$1.08M 0.14% 120
2013
Q4 		$1.64M Buy
10,231
+5,385
+111% +$814K 0.81% 27
2013
Q3 		$672K Buy
4,846
+305
+7% +$41.8K 0.39% 59
2013
Q2 		$595K Buy
+4,541
New +$580K 0.41% 64

Other funds holding CPA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jaffetilchin Investment Partners's CPA Position: Q3 2014 in Review

Jaffetilchin Investment Partners sold out of Copa Holdings (CPA) in Q3 2014, closing a stake of 2,572 shares — an estimated $367K sold.

Jaffetilchin Investment Partners first reported a position in CPA in Q2 2013 and held it in 5 quarters. The position peaked at $1.64M in Q4 2013. 270 funds tracked by Wall St. Rank hold CPA as of Q3 2014.

  • Jaffetilchin Investment Partners reported no remaining Copa Holdings position as of Q3 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,572 Copa Holdings shares in Q3 2014, an estimated $367K.
  • Jaffetilchin Investment Partners first reported a position in Copa Holdings in Q2 2013 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Copa Holdings position peaked at $1.64M in Q4 2013.
  • 270 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2014, filed 7 Nov 2014.