LWM
COO icon

LBA Wealth Management’s Cooper Companies COO Stock Holding History

LBA 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
2014
Q2 		– Sell
-224
Closed -$8K – 270
2014
Q1 		$8K Hold
224
– – 0.01% 207
2013
Q4 		$7K Buy
+224
New +$7.14K 0.01% 226

Other funds holding COO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LBA Wealth Management's COO Position: Q2 2014 in Review

LBA Wealth Management sold out of Cooper Companies (COO) in Q2 2014, closing a stake of 224 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in COO in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q1 2014. 293 funds tracked by Wall St. Rank hold COO as of Q2 2014.

  • LBA Wealth Management reported no remaining Cooper Companies position as of Q2 2014 after selling out during the quarter.
  • LBA Wealth Management sold 224 Cooper Companies shares in Q2 2014, an estimated $8K.
  • LBA Wealth Management first reported a position in Cooper Companies in Q4 2013 and held it in 2 quarters.
  • LBA Wealth Management's Cooper Companies position peaked at $8K in Q1 2014.
  • 293 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2014.

Based on LBA Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.