SW
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SVB Wealth’s Cooper Companies COO Stock Holding History

SVB Wealth’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
-2,992
Closed -$222K – 660
2019
Q3 		$222K Sell
2,992
-100
-3% -$8.06K ﹤0.01% 474
2019
Q2 		$260K Buy
3,092
+12
+0.4% +$902 0.01% 460
2019
Q1 		$228K Buy
+3,080
New +$215K 0.01% 371
2018
Q4 		– Sell
-3,080
Closed -$213K – 410
2018
Q3 		$213K Buy
+3,080
New +$198K 0.01% 408
2017
Q4 		– Sell
-3,600
Closed -$213K – 480
2017
Q3 		$213K Sell
3,600
-100
-3% -$6.11K 0.01% 432
2017
Q2 		$221K Buy
+3,700
New +$201K 0.01% 444
2016
Q4 		– Sell
-5,380
Closed -$241K – 498
2016
Q3 		$241K Sell
5,380
-1,140
-17% -$51.9K 0.01% 471
2016
Q2 		$280K Sell
6,520
-2,280
-26% -$91.2K 0.01% 436
2016
Q1 		$339K Sell
8,800
-2,760
-24% -$95.3K 0.01% 424
2015
Q4 		$388K Sell
11,560
-3,292
-22% -$118K 0.02% 414
2015
Q3 		$553K Sell
14,852
-5,868
-28% -$243K 0.02% 393
2015
Q2 		$922K Sell
20,720
-760
-4% -$34.2K 0.03% 329
2015
Q1 		$1.01M Buy
21,480
+500
+2% +$21.1K 0.03% 317
2014
Q4 		$850K Buy
+20,980
New +$842K 0.03% 325

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return