LFA
COO icon

Legacy Financial Advisors’s Cooper Companies COO Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-156
Closed -$12K – 284
2019
Q1 		$12K Hold
156
– – ﹤0.01% 573
2018
Q4 		$10K Hold
156
– – ﹤0.01% 558
2018
Q3 		$10K Hold
156
– – ﹤0.01% 513
2018
Q2 		$10K Hold
156
– – ﹤0.01% 519
2018
Q1 		$8K Sell
156
-1,372
-90% -$80K ﹤0.01% 525
2017
Q4 		$83K Buy
+1,528
New +$89.4K 0.03% 196

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Legacy Financial Advisors's COO Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Cooper Companies (COO) in Q2 2019, closing a stake of 156 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in COO in Q4 2017 and held it in 6 quarters. The position peaked at $83K in Q4 2017. 529 funds tracked by Wall St. Rank hold COO as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Cooper Companies position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 156 Cooper Companies shares in Q2 2019, an estimated $12K.
  • Legacy Financial Advisors first reported a position in Cooper Companies in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Cooper Companies position peaked at $83K in Q4 2017.
  • 529 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.