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Pinnacle Summer Investments’s Cooper Companies COO Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-328
Closed -$12K – 817
2015
Q3 		$12K Buy
+328
New +$13.6K ﹤0.01% 715
2015
Q2 		– Sell
-420
Closed -$20K – 773
2015
Q1 		$20K Hold
420
– – ﹤0.01% 655
2014
Q4 		$17K Hold
420
– – ﹤0.01% 698
2014
Q3 		$16K Buy
+420
New +$16.5K ﹤0.01% 731

Other funds holding COO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Pinnacle Summer Investments's COO Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Cooper Companies (COO) in Q4 2015, closing a stake of 328 shares — an estimated $12K sold.

Pinnacle Summer Investments first reported a position in COO in Q3 2014 and held it in 4 quarters. The position peaked at $20K in Q1 2015. 342 funds tracked by Wall St. Rank hold COO as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Cooper Companies position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 328 Cooper Companies shares in Q4 2015, an estimated $12K.
  • Pinnacle Summer Investments first reported a position in Cooper Companies in Q3 2014 and held it in 4 quarters.
  • Pinnacle Summer Investments's Cooper Companies position peaked at $20K in Q1 2015.
  • 342 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.