SFS
COO icon

Sowell Financial Services’s Cooper Companies COO Stock Holding History

Sowell 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
2019
Q4 		– Sell
-244
Closed -$18K – 2523
2019
Q3 		$18K Buy
+244
New +$19.7K ﹤0.01% 1313

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Sowell Financial Services's COO Position: Q4 2019 in Review

Sowell Financial Services sold out of Cooper Companies (COO) in Q4 2019, closing a stake of 244 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in COO in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 502 funds tracked by Wall St. Rank hold COO as of Q4 2019.

  • Sowell Financial Services reported no remaining Cooper Companies position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 244 Cooper Companies shares in Q4 2019, an estimated $18K.
  • Sowell Financial Services first reported a position in Cooper Companies in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Cooper Companies position peaked at $18K in Q3 2019.
  • 502 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.