IDVGX
Copeland International Risk Managed Dividend Growth Fund
Copeland Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

May 31, 2020 → Aug 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares May 2020 Shares Aug 2020 Δ shares End % Δ value
SONY GRP. CORP 0 869 869 1.51% $67.96K
AALBERTS NV 0 1,412 1,412 1.18% $53.26K
SIEMENS HEALTHIN 0 906 906 0.92% $41.37K
FUCHS PETRO-PREF 0 800 800 0.84% $37.92K
DIASORIN SPA 0 136 136 0.55% $24.67K
Security Shares May 2020 Shares Aug 2020 Δ shares End % Δ value
RELX PLC 3,210 0 -3,210 0.00% -$74.79K
DECHRA PHARMA 1,597 0 -1,597 0.00% -$55.15K
INDUSTRIA DE DISENO TEXTIL 1,873 0 -1,873 0.00% -$52.28K
MTU Aero Engines Holding AG. 301 0 -301 0.00% -$48.75K
Hang Seng Bank Ltd. NPV 3,000 0 -3,000 0.00% -$46.08K
Kamigumi Co Ltd NPV 1,600 0 -1,600 0.00% -$31.39K
Security Shares May 2020 Shares Aug 2020 Δ shares End % Δ value
Wolters Kluwer NV EUR0.12 680 706 26 1.29% $3.66K
Security Shares May 2020 Shares Aug 2020 Δ shares End % Δ value
UNITED STATES TREASURY NOTE 1.50000000 2,807,000 1,430,000 -1,377,000 32.20% -$1.41M
CAN NATL RAILWAY 893 687 -206 1.60% -$4.36K
DOLLARAMA INC 2,322 1,783 -539 1.54% -$8.74K
NESTLE SA-REG 736 556 -180 1.49% -$12.78K
ROCHE HLDG-GENUS 248 191 -57 1.49% -$19.11K
AIA 8,600 6,400 -2,200 1.45% -$5.01K
OPTION 1,182 914 -268 1.34% -$17.58K
CRODA INTL. 969 749 -220 1.31% -$3.36K
Nidec Corp. NPV 1,000 700 -300 1.30% -$2.94K
FORTIS INC 1,872 1,463 -409 1.30% -$13.22K
TOKIO MARINE HD 1,963 1,263 -700 1.29% -$27.04K
DCC PLC ORD EUR0.25 (CDI) 998 649 -349 1.28% -$26.05K
KERRY GROUP-A 545 436 -109 1.27% -$10.29K
LEG Immobilien SE NPV 596 389 -207 1.27% -$17.45K
TECHTRONIC IND 6,500 4,500 -2,000 1.26% $280
UNILEVER NV /EUR/ 0.00000000 1,167 977 -190 1.26% -$3.54K
Secom Company Ltd. 800 600 -200 1.26% -$12.80K
QUEBECOR INC-B 3,566 2,267 -1,299 1.25% -$21.83K
MEDTRONIC PLC 703 520 -183 1.24% -$13.42K
DASSAULT SYSTEME 418 289 -129 1.21% -$16.86K
NOK10 4,572 3,383 -1,189 1.21% -$7.85K
Safestore Holdings PLC ORD GBP0.01 6,857 5,148 -1,709 1.20% -$2.90K
EXPERIAN PLC 2,316 1,415 -901 1.17% -$28.36K
Cosmos Pharmaceutical Corp. NPV 400 300 -100 1.17% -$4.83K
NOVOZYMES-B SHS 1,239 882 -357 1.16% -$15.59K
TENCENT 1,500 764 -736 1.16% -$29.04K
Shin-Etsu Chemical Company Ltd. 700 425 -275 1.14% -$30.48K
ACCENTURE PLC-A 325 213 -112 1.13% -$14.42K
OBIC CO LTD 520 289 -231 1.13% -$39.34K
HELVETIA HOLDING AG-REG /CHF/ 0.00000000 687 533 -154 1.12% -$10.86K
SHIONOGI LTD 1,350 900 -450 1.11% -$30.22K
SHENZHOU INTL. GRP. HLDGS 3,900 3,100 -800 1.11% $2.98K
RELO GROUP INC 2,800 2,200 -600 1.11% -$14.25K
KDDI CORP 2,300 1,700 -600 1.09% -$17.85K
SimCorp AS DKK1 672 380 -292 1.07% -$25.94K
HUFVUDSTADEN -A 4,911 3,882 -1,029 1.07% -$15.06K
ALIMENTATION COUCH CL B SUBVTGSUB VTG 1,721 1,431 -290 1.04% -$6.91K
Kao Corporation 800 600 -200 1.01% -$18.80K
FRESENIUS SE & C 1,286 977 -309 1.01% -$16.86K
LOGITECH INTL. SA 840 611 -229 1.01% -$4.54K
STERIS PLC 462 269 -193 0.95% -$33.70K
VIDRALA 522 402 -120 0.93% -$7.85K
TEMENOS AG - REG /CHF/ 0.00000000 479 260 -219 0.93% -$31.54K
PENNON GROUP PLC /GBP/ 4,443 3,135 -1,308 0.93% -$21.09K
CLOSE BROTHERS GROUP PLC /GBP/ 0.00000000 4,479 2,726 -1,753 0.91% -$19.10K
ENBRIDGE INC 1,585 1,262 -323 0.90% -$10.93K
DIAGEO PLC 1,821 1,183 -638 0.88% -$24.01K
SPIRAX-SARCO ENG 580 287 -293 0.87% -$32.09K
BROADCOM INC 162 112 -50 0.86% -$8.30K
QINETIQ GROUP PL 12,592 9,745 -2,847 0.84% -$8.49K
UNITED OVERSEAS BK LTD ORD /SGD/ 0.00000000 3,600 2,595 -1,005 0.83% -$12.61K
Ringkjoebing Landbobank A/S 983 485 -498 0.81% -$32.00K
Atlas Copco AB SER'A'NPV 1,277 601 -676 0.62% -$22.64K
Security Shares May 2020 Shares Aug 2020 Δ shares End % Δ value
TORONTO-DOMINION BANK 1,353 1,353 0 1.50% $9.84K
RUBIS 1,094 1,094 0 1.14% -$922

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