CPA
COO icon

Clear Perspective Advisors’s Cooper Companies COO Stock Holding History

Clear Perspective Advisors’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
2019
Q1 		– Sell
-4,796
Closed -$305K – 139
2018
Q4 		$305K Hold
4,796
– – 0.25% 97
2018
Q3 		$332K Sell
4,796
-580
-11% -$37.3K 0.25% 108
2018
Q2 		$316K Sell
5,376
-120
-2% -$6.86K 0.22% 109
2018
Q1 		$314K Sell
5,496
-636
-10% -$37.1K 0.23% 101
2017
Q4 		$334K Sell
6,132
-40
-0.6% -$2.34K 0.26% 98
2017
Q3 		$366K Sell
6,172
-1,940
-24% -$119K 0.3% 85
2017
Q2 		$486K Sell
8,112
-1,228
-13% -$66.7K 0.41% 66
2017
Q1 		$467K Sell
9,340
-4,180
-31% -$199K 0.31% 68
2016
Q4 		$591K Buy
+13,520
New +$591K 0.39% 63

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 $5.7T AUM 30.48% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return