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Wilbanks Smith & Thomas Asset Management’s Copa Holdings CPA Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q4 		– Sell
-43
Closed -$3K – 540
2018
Q3 		$3K Buy
+43
New +$3.77K ﹤0.01% 1319

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
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
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CPA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Copa Holdings (CPA) in Q4 2018, closing a stake of 43 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CPA in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 192 funds tracked by Wall St. Rank hold CPA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Copa Holdings position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 43 Copa Holdings shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Copa Holdings in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Copa Holdings position peaked at $3K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.