Gupta Wealth Management’s Cooper Companies COO Stock Holding History

Gupta Wealth Management’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
2016 Q1	$8K	Sell	196 -316	-62%	-$10.9K	﹤0.01%	893
2015 Q4	$17K	Buy	512 +60	+13%	+$2.15K	﹤0.01%	703
2015 Q3	$17K	Sell	452 -32	-7%	-$1.33K	﹤0.01%	731
2015 Q2	$22K	Buy	484 +288	+147%	+$13K	0.01%	708
2015 Q1	$9K	Buy	+196	New	+$8.28K	﹤0.01%	776

Other funds holding COO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Gupta Wealth Management's COO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Cooper Companies (COO) stake by 62% in Q1 2016, selling an estimated $10.9K and leaving 196 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Gupta Wealth Management first reported a position in COO in Q1 2015 and has held it in 5 quarters since. The position peaked at $22K in Q2 2015. 356 funds tracked by Wall St. Rank hold COO as of Q1 2016.

Gupta Wealth Management held 196 shares of Cooper Companies worth $8K as of Q1 2016.
Gupta Wealth Management sold 316 Cooper Companies shares in Q1 2016, an estimated $10.9K.
Cooper Companies made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #893 holding.
Gupta Wealth Management first reported a position in Cooper Companies in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Cooper Companies position peaked at $22K in Q2 2015.
356 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.