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Mount Yale Investment Advisors’s Copa Holdings CPA Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-428
Closed -$34K – 412
2018
Q3 		$34K Buy
428
+185
+76% +$16.2K 0.01% 677
2018
Q2 		$23K Buy
+243
New +$27.3K ﹤0.01% 762

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's CPA Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Copa Holdings (CPA) in Q4 2018, closing a stake of 428 shares — an estimated $34K sold.

Mount Yale Investment Advisors first reported a position in CPA in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 192 funds tracked by Wall St. Rank hold CPA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Copa Holdings position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 428 Copa Holdings shares in Q4 2018, an estimated $34K.
  • Mount Yale Investment Advisors first reported a position in Copa Holdings in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Copa Holdings position peaked at $34K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.