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US Financial Advisors’s Copa Holdings CPA Stock Holding History

US Financial 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
2016
Q2 		– Sell
-23
Closed -$2K – 109
2016
Q1 		$2K Hold
23
– – ﹤0.01% 312
2015
Q4 		$1K Hold
23
– – ﹤0.01% 521
2015
Q3 		$1K Hold
23
– – ﹤0.01% 460
2015
Q2 		$2K Buy
+23
New +$2.19K ﹤0.01% 363

Other funds holding CPA

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

US Financial Advisors's CPA Position: Q2 2016 in Review

US Financial Advisors sold out of Copa Holdings (CPA) in Q2 2016, closing a stake of 23 shares — an estimated $2K sold.

US Financial Advisors first reported a position in CPA in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 182 funds tracked by Wall St. Rank hold CPA as of Q2 2016.

  • US Financial Advisors reported no remaining Copa Holdings position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 23 Copa Holdings shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Copa Holdings in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Copa Holdings position peaked at $2K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.