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Legacy Private Trust’s Cooper Companies COO Stock Holding History

Legacy Private Trust’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
Q3 		– Sell
-3,660
Closed -$219K – 239
2017
Q2 		$219K Sell
3,660
-7,520
-67% -$409K 0.03% 216
2017
Q1 		$559K Sell
11,180
-3,280
-23% -$156K 0.07% 173
2016
Q4 		$632K Buy
14,460
+1,000
+7% +$43.7K 0.09% 169
2016
Q3 		$603K Hold
13,460
– – 0.08% 165
2016
Q2 		$577K Buy
13,460
+280
+2% +$11.2K 0.08% 160
2016
Q1 		$507K Hold
13,180
– – 0.08% 168
2015
Q4 		$442K Sell
13,180
-8,920
-40% -$319K 0.07% 187
2015
Q3 		$822K Sell
22,100
-2,120
-9% -$87.9K 0.13% 144
2015
Q2 		$1.08M Sell
24,220
-200
-0.8% -$9.01K 0.16% 134
2015
Q1 		$1.14M Sell
24,420
-2,080
-8% -$87.9K 0.17% 132
2014
Q4 		$1.07M Sell
26,500
-1,000
-4% -$40.1K 0.16% 142
2014
Q3 		$1.07M Buy
27,500
+5,640
+26% +$222K 0.16% 145
2014
Q2 		$741K Buy
21,860
+1,540
+8% +$50.9K 0.11% 159
2014
Q1 		$698K Buy
20,320
+3,320
+20% +$107K 0.12% 131
2013
Q4 		$526K Sell
17,000
-3,600
-17% -$115K 0.1% 133
2013
Q3 		$668K Buy
+20,600
New +$665K 0.14% 110

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 $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return