Nelson Capital Management’s Cooper Companies COO Stock Holding History

Nelson Capital 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
2016 Q2	–	Sell	-180	Closed	-$7K	–	273
2016 Q1	$7K	Hold	180	–	–	﹤0.01%	210
2015 Q4	$6K	Hold	180	–	–	﹤0.01%	215
2015 Q3	$7K	Hold	180	–	–	﹤0.01%	207
2015 Q2	$8K	Hold	180	–	–	﹤0.01%	209
2015 Q1	$8K	Buy	+180	New	+$7.6K	﹤0.01%	213

Other funds holding COO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Nelson Capital Management's COO Position: Q2 2016 in Review

Nelson Capital Management sold out of Cooper Companies (COO) in Q2 2016, closing a stake of 180 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in COO in Q1 2015 and held it in 5 quarters. The position peaked at $8K in Q2 2015. 373 funds tracked by Wall St. Rank hold COO as of Q2 2016.

Nelson Capital Management reported no remaining Cooper Companies position as of Q2 2016 after selling out during the quarter.
Nelson Capital Management sold 180 Cooper Companies shares in Q2 2016, an estimated $7K.
Nelson Capital Management first reported a position in Cooper Companies in Q1 2015 and held it in 5 quarters.
Nelson Capital Management's Cooper Companies position peaked at $8K in Q2 2015.
373 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2016.

Based on Nelson Capital Management's 13F filing for Q2 2016, filed 10 Aug 2016.