Royal Fund Management’s Copa Holdings CPA Stock Holding History

Royal Fund 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
2018 Q1	–	Sell	-42	Closed	-$5K	–	563
2017 Q4	$5K	Buy	+42	New	+$5.46K	﹤0.01%	477

Other funds holding CPA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Fund Management's CPA Position: Q1 2018 in Review

Royal Fund Management sold out of Copa Holdings (CPA) in Q1 2018, closing a stake of 42 shares — an estimated $5K sold.

Royal Fund Management first reported a position in CPA in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 241 funds tracked by Wall St. Rank hold CPA as of Q1 2018.

Royal Fund Management reported no remaining Copa Holdings position as of Q1 2018 after selling out during the quarter.
Royal Fund Management sold 42 Copa Holdings shares in Q1 2018, an estimated $5K.
Royal Fund Management first reported a position in Copa Holdings in Q4 2017 and held it in 1 quarter.
Royal Fund Management's Copa Holdings position peaked at $5K in Q4 2017.
241 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.