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Avantax Planning Partners’s Cooper Companies COO Stock Holding History

Avantax Planning Partners’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-160
Closed -$8K – 476
2018
Q1 		$8K Buy
+160
New +$9.34K ﹤0.01% 1146

Other funds holding COO

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BlackRock
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GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Avantax Planning Partners's COO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Cooper Companies (COO) in Q2 2018, closing a stake of 160 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in COO in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 439 funds tracked by Wall St. Rank hold COO as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cooper Companies position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 160 Cooper Companies shares in Q2 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Cooper Companies in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cooper Companies position peaked at $8K in Q1 2018.
  • 439 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.