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Rockefeller Financial Services’s Cooper Companies COO Stock Holding History

Rockefeller Financial Services’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
Q4 		$22K Hold
400
– – ﹤0.01% 466
2017
Q3 		$24K Buy
+400
New +$24.4K ﹤0.01% 465
2017
Q2 		– Sell
-200
Closed -$10K – 449
2017
Q1 		$10K Hold
200
– – ﹤0.01% 442
2016
Q4 		$9K Buy
+200
New +$8.73K ﹤0.01% 472
2015
Q1 		– Sell
-800
Closed -$32K – 523
2014
Q4 		$32K Buy
+800
New +$32.1K ﹤0.01% 404

Other funds holding COO

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
BlackRock
BlackRock New York $5.72T 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Financial Services's COO Position: Q4 2017 in Review

Rockefeller Financial Services held its Cooper Companies (COO) position steady in Q4 2017 at 400 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Rockefeller Financial Services first reported a position in COO in Q4 2014 and has held it in 5 quarters since. The position peaked at $32K in Q4 2014. 488 funds tracked by Wall St. Rank hold COO as of Q4 2017.

  • Rockefeller Financial Services held 400 shares of Cooper Companies worth $22K as of Q4 2017.
  • Rockefeller Financial Services left its Cooper Companies share count unchanged in Q4 2017.
  • Cooper Companies made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #466 holding.
  • Rockefeller Financial Services first reported a position in Cooper Companies in Q4 2014 and has held it in 5 quarters since.
  • Rockefeller Financial Services's Cooper Companies position peaked at $32K in Q4 2014.
  • 488 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.