Wealthfront’s Cooper Companies COO Stock Holding History

Wealthfront’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
2018 Q3	$289K	Buy	4,172 +88	+2%	+$5.65K	﹤0.01%	448
2018 Q2	$240K	Sell	4,084 -832	-17%	-$47.5K	﹤0.01%	466
2018 Q1	$281K	Sell	4,916 -72	-1%	-$4.2K	﹤0.01%	449
2017 Q4	$272K	Buy	4,988 +68	+1%	+$3.98K	﹤0.01%	445
2017 Q3	$292K	Sell	4,920 -12	-0.2%	-$733	﹤0.01%	426
2017 Q2	$295K	Buy	4,932 +500	+11%	+$27.2K	﹤0.01%	384
2017 Q1	$221K	Buy	+4,432	New	+$211K	﹤0.01%	402
2015 Q4	–	Sell	-624	Closed	-$23K	–	430
2015 Q3	$23K	Buy	624 +252	+68%	+$10.4K	﹤0.01%	697
2015 Q2	$17K	Buy	372 +228	+158%	+$10.3K	﹤0.01%	680
2015 Q1	$7K	Buy	144 +136	+1,700%	+$5.75K	﹤0.01%	701
2014 Q4	$0	Buy	+8	New	+$321	﹤0.01%	729

Other funds holding COO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthfront's COO Position: Q3 2018 in Review

Wealthfront increased its Cooper Companies (COO) stake by 2.2% in Q3 2018, buying an estimated $5.65K and bringing the position to 4,172 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Wealthfront first reported a position in COO in Q4 2014 and has held it in 11 quarters since. The position peaked at $295K in Q2 2017. 443 funds tracked by Wall St. Rank hold COO as of Q3 2018.

Wealthfront held 4,172 shares of Cooper Companies worth $289K as of Q3 2018.
Wealthfront bought 88 Cooper Companies shares in Q3 2018, an estimated $5.65K.
Cooper Companies made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #448 holding.
Wealthfront first reported a position in Cooper Companies in Q4 2014 and has held it in 11 quarters since.
Wealthfront's Cooper Companies position peaked at $295K in Q2 2017.
443 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.