Northwest & Ethical Investments’s Copa Holdings CPA Stock Holding History

Northwest & Ethical Investments’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
2020 Q1	–	Sell	-11,351	Closed	-$1.23M	–	369
2019 Q4	$1.23M	Hold	11,351	–	–	0.06%	301
2019 Q3	$1.12M	Buy	11,351 +1,787	+19%	+$180K	0.05%	305
2019 Q2	$933K	Buy	9,564 +574	+6%	+$50.9K	0.05%	321
2019 Q1	$725K	Hold	8,990	–	–	0.04%	330
2018 Q4	$708K	Buy	8,990 +3,915	+77%	+$306K	0.04%	333
2018 Q3	$405K	Buy	+5,075	New	+$445K	0.03%	323
2014 Q1	–	Sell	-2,297	Closed	-$368K	–	231
2013 Q4	$368K	Hold	2,297	–	–	0.02%	210
2013 Q3	$319K	Buy	2,297 +703	+44%	+$96.4K	0.02%	213
2013 Q2	$209K	Buy	+1,594	New	+$204K	0.02%	218

Other funds holding CPA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Northwest & Ethical Investments's CPA Position: Q1 2020 in Review

Northwest & Ethical Investments sold out of Copa Holdings (CPA) in Q1 2020, closing a stake of 11,351 shares — an estimated $1.23M sold.

Northwest & Ethical Investments first reported a position in CPA in Q2 2013 and held it in 9 quarters. The position peaked at $1.23M in Q4 2019. 167 funds tracked by Wall St. Rank hold CPA as of Q1 2020.

Northwest & Ethical Investments reported no remaining Copa Holdings position as of Q1 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 11,351 Copa Holdings shares in Q1 2020, an estimated $1.23M.
Northwest & Ethical Investments first reported a position in Copa Holdings in Q2 2013 and held it in 9 quarters.
Northwest & Ethical Investments's Copa Holdings position peaked at $1.23M in Q4 2019.
167 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2020.

Based on Northwest & Ethical Investments's 13F filing for Q1 2020, filed 8 Jul 2025.