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Affinity Investment Advisors’s Coherent COHR Stock Holding History

Affinity Investment Advisors’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,926
Closed -$324K – 184
2018
Q1 		$324K Buy
7,926
+1,504
+23% +$65.1K 0.04% 153
2017
Q4 		$302K Buy
+6,422
New +$288K 0.03% 133

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's COHR Position: Q2 2018 in Review

Affinity Investment Advisors sold out of Coherent (COHR) in Q2 2018, closing a stake of 7,926 shares — an estimated $324K sold.

Affinity Investment Advisors first reported a position in COHR in Q4 2017 and held it in 2 quarters. The position peaked at $324K in Q1 2018. 224 funds tracked by Wall St. Rank hold COHR as of Q2 2018.

  • Affinity Investment Advisors reported no remaining Coherent position as of Q2 2018 after selling out during the quarter.
  • Affinity Investment Advisors sold 7,926 Coherent shares in Q2 2018, an estimated $324K.
  • Affinity Investment Advisors first reported a position in Coherent in Q4 2017 and held it in 2 quarters.
  • Affinity Investment Advisors's Coherent position peaked at $324K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held Coherent as of Q2 2018.

Based on Affinity Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.