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ERTS Wealth Advisors’s Cooper Companies COO Stock Holding History

ERTS Wealth 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
-1,900
Closed -$121K – 136
2018
Q4 		$121K Buy
+1,900
New +$123K 0.09% 102

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
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

ERTS Wealth Advisors's COO Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Cooper Companies (COO) in Q1 2019, closing a stake of 1,900 shares — an estimated $121K sold.

ERTS Wealth Advisors first reported a position in COO in Q4 2018 and held it in 1 quarter. The position peaked at $121K in Q4 2018. 504 funds tracked by Wall St. Rank hold COO as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Cooper Companies position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,900 Cooper Companies shares in Q1 2019, an estimated $121K.
  • ERTS Wealth Advisors first reported a position in Cooper Companies in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Cooper Companies position peaked at $121K in Q4 2018.
  • 504 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.