MCM
CPA icon

Matterhorn Capital Management’s Copa Holdings CPA Stock Holding History

Matterhorn Capital 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
2014
Q4 		– Sell
-24,926
Closed -$2.67M – 53
2014
Q3 		$2.67M Buy
24,926
+549
+2% +$73.1K 1.2% 52
2014
Q2 		$3.48M Sell
24,377
-4,602
-16% -$644K 1.54% 29
2014
Q1 		$4.11M Sell
28,979
-744
-3% -$103K 1.9% 19
2013
Q4 		$4.76M Sell
29,723
-447
-1% -$67.6K 2.19% 15
2013
Q3 		$4.18M Buy
30,170
+425
+1% +$58.3K 2.09% 18
2013
Q2 		$3.9M Buy
+29,745
New +$3.8M 2.15% 20

Other funds holding CPA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return