IWM
COO icon

IHT Wealth Management’s Cooper Companies COO Stock Holding History

IHT 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
2018
Q2 		– Sell
-124
Closed -$7K – 598
2018
Q1 		$7K Sell
124
-20
-14% -$1.17K ﹤0.01% 1259
2017
Q4 		$8K Hold
144
– – ﹤0.01% 1236
2017
Q3 		$9K Sell
144
-516
-78% -$31.5K ﹤0.01% 979
2017
Q2 		$3 Sell
660
-20
-3% -$1.09K ﹤0.01% 1163
2017
Q1 		$34K Buy
680
+92
+16% +$4.37K 0.02% 520
2016
Q4 		$26K Buy
+588
New +$25.7K 0.02% 549

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
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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return