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Selective Wealth Management’s Cooper Companies COO Stock Holding History

Selective 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
2020
Q3 		– Sell
-56
Closed -$4K – 329
2020
Q2 		$4K Hold
56
– – ﹤0.01% 318
2020
Q1 		$4K Hold
56
– – 0.01% 222
2019
Q4 		$4K Hold
56
– – ﹤0.01% 238
2019
Q3 		$4K Buy
+56
New +$4.51K 0.01% 238

Other funds holding COO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Selective Wealth Management's COO Position: Q3 2020 in Review

Selective Wealth Management sold out of Cooper Companies (COO) in Q3 2020, closing a stake of 56 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in COO in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 502 funds tracked by Wall St. Rank hold COO as of Q3 2020.

  • Selective Wealth Management reported no remaining Cooper Companies position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 56 Cooper Companies shares in Q3 2020, an estimated $4K.
  • Selective Wealth Management first reported a position in Cooper Companies in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Cooper Companies position peaked at $4K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.