O'Brien Wealth Partners’s Copa Holdings CPA Stock Holding History

O'Brien Wealth 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
2018 Q4	–	Sell	-30	Closed	-$2K	–	83
2018 Q3	$2K	Buy	+30	New	+$2.63K	﹤0.01%	196

Other funds holding CPA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

O'Brien Wealth Partners's CPA Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Copa Holdings (CPA) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

O'Brien Wealth Partners first reported a position in CPA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 192 funds tracked by Wall St. Rank hold CPA as of Q4 2018.

O'Brien Wealth Partners reported no remaining Copa Holdings position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 30 Copa Holdings shares in Q4 2018, an estimated $2K.
O'Brien Wealth Partners first reported a position in Copa Holdings in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Copa Holdings position peaked at $2K in Q3 2018.
192 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.