IPC
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Independent Portfolio Consultants’s Cooper Companies COO Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-3,780
Closed -$165K – 820
2016
Q4 		$165K Sell
3,780
-1,340
-26% -$58.5K 0.05% 355
2016
Q3 		$229K Sell
5,120
-280
-5% -$12.7K 0.07% 299
2016
Q2 		$232K Sell
5,400
-1,560
-22% -$62.4K 0.07% 303
2016
Q1 		$268K Hold
6,960
– – 0.08% 300
2015
Q4 		$234K Buy
6,960
+1,260
+22% +$45.1K 0.07% 312
2015
Q3 		$212K Sell
5,700
-540
-9% -$22.4K 0.05% 338
2015
Q2 		$278K Buy
6,240
+780
+14% +$35.1K 0.06% 319
2015
Q1 		$256K Sell
5,460
-800
-13% -$33.8K 0.05% 316
2014
Q4 		$254K Sell
6,260
-5,180
-45% -$208K 0.05% 331
2014
Q3 		$445K Sell
11,440
-5,480
-32% -$216K 0.12% 250
2014
Q2 		$573K Sell
16,920
-1,220
-7% -$40.3K 0.16% 196
2014
Q1 		$622K Sell
18,140
-4,120
-19% -$132K 0.2% 160
2013
Q4 		$689K Buy
+22,260
New +$710K 0.24% 137

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Independent Portfolio Consultants's COO Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Cooper Companies (COO) in Q1 2017, closing a stake of 3,780 shares — an estimated $165K sold.

Independent Portfolio Consultants first reported a position in COO in Q4 2013 and held it in 13 quarters. The position peaked at $689K in Q4 2013. 418 funds tracked by Wall St. Rank hold COO as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Cooper Companies position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,780 Cooper Companies shares in Q1 2017, an estimated $165K.
  • Independent Portfolio Consultants first reported a position in Cooper Companies in Q4 2013 and held it in 13 quarters.
  • Independent Portfolio Consultants's Cooper Companies position peaked at $689K in Q4 2013.
  • 418 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.