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Litman Gregory Wealth Management’s Cooper Companies COO Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-20
Closed -$1K – 220
2019
Q3 		$1K Sell
20
-24
-55% -$1.94K ﹤0.01% 198
2019
Q2 		$4K Buy
+44
New +$3.31K ﹤0.01% 181

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Litman Gregory Wealth Management's COO Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Cooper Companies (COO) in Q4 2019, closing a stake of 20 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in COO in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 501 funds tracked by Wall St. Rank hold COO as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Cooper Companies position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 20 Cooper Companies shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Cooper Companies in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Cooper Companies position peaked at $4K in Q2 2019.
  • 501 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.