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Executive Wealth Management’s Cooper-Standard Automotive CPS Stock Holding History

Executive Wealth Management’s Portfolio CPS Stock Details CPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-869
Closed -$40K – 265
2019
Q2 		$40K Buy
+869
New +$41.5K 0.01% 338

Other funds holding CPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Executive Wealth Management's CPS Position: Q3 2019 in Review

Executive Wealth Management sold out of Cooper-Standard Automotive (CPS) in Q3 2019, closing a stake of 869 shares — an estimated $40K sold.

Executive Wealth Management first reported a position in CPS in Q2 2019 and held it in 1 quarter. The position peaked at $40K in Q2 2019. 155 funds tracked by Wall St. Rank hold CPS as of Q3 2019.

  • Executive Wealth Management reported no remaining Cooper-Standard Automotive position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 869 Cooper-Standard Automotive shares in Q3 2019, an estimated $40K.
  • Executive Wealth Management first reported a position in Cooper-Standard Automotive in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Cooper-Standard Automotive position peaked at $40K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Cooper-Standard Automotive as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.