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Calton & Associates’s Cooper Companies COO Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,048
Closed -$62K – 508
2017
Q4 		$62K Buy
+1,048
New +$61.3K 0.02% 620

Other funds holding COO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Calton & Associates's COO Position: Q1 2018 in Review

Calton & Associates sold out of Cooper Companies (COO) in Q1 2018, closing a stake of 1,048 shares — an estimated $62K sold.

Calton & Associates first reported a position in COO in Q4 2017 and held it in 1 quarter. The position peaked at $62K in Q4 2017. 457 funds tracked by Wall St. Rank hold COO as of Q1 2018.

  • Calton & Associates reported no remaining Cooper Companies position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,048 Cooper Companies shares in Q1 2018, an estimated $62K.
  • Calton & Associates first reported a position in Cooper Companies in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Cooper Companies position peaked at $62K in Q4 2017.
  • 457 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.