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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Clear Perspective Advisors's COO Position: Q1 2019 in Review

Clear Perspective Advisors sold out of Cooper Companies (COO) in Q1 2019, closing a stake of 4,796 shares — an estimated $305K sold.

Clear Perspective Advisors first reported a position in COO in Q4 2016 and held it in 9 quarters. The position peaked at $591K in Q4 2016. 505 funds tracked by Wall St. Rank hold COO as of Q1 2019.

Clear Perspective Advisors reported no remaining Cooper Companies position as of Q1 2019 after selling out during the quarter.
Clear Perspective Advisors sold 4,796 Cooper Companies shares in Q1 2019, an estimated $305K.
Clear Perspective Advisors first reported a position in Cooper Companies in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Cooper Companies position peaked at $591K in Q4 2016.
505 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2019.

Based on Clear Perspective Advisors's 13F filing for Q1 2019, filed 8 May 2019.