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WealthTrust-Arizona’s Copa Holdings CPA Stock Holding History

WealthTrust-Arizona’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
2014
Q1 		– Sell
-22
Closed -$4K – 697
2013
Q4 		$4K Hold
22
– – ﹤0.01% 504
2013
Q3 		$3K Buy
22
+19
+633% +$2.6K ﹤0.01% 494
2013
Q2 		$0 Buy
+3
New +$383 ﹤0.01% 632

Other funds holding CPA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712M AUM 8.54% 1-Year Est. Return

WealthTrust-Arizona's CPA Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Copa Holdings (CPA) in Q1 2014, closing a stake of 22 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in CPA in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 272 funds tracked by Wall St. Rank hold CPA as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Copa Holdings position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 22 Copa Holdings shares in Q1 2014, an estimated $4K.
  • WealthTrust-Arizona first reported a position in Copa Holdings in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Copa Holdings position peaked at $4K in Q4 2013.
  • 272 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.