AWM
COHR

Affinity Wealth Management’s Coherent Inc COHR Stock Holding History

Affinity Wealth Management’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
2017
Q3 		$589K Buy
2,505
+709
+39% +$171K 0.36% 21
2017
Q2 		$404K Hold
1,796
– – 0.26% 30
2017
Q1 		$369K Buy
+1,796
New +$314K 0.21% 35

Other funds holding COHR

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Affinity Wealth Management's COHR Position: Q3 2017 in Review

Affinity Wealth Management increased its Coherent Inc (COHR) stake by 39% in Q3 2017, buying an estimated $171K and bringing the position to 2,505 shares worth $589K. The position accounts for 0.36% of the portfolio, ranked #21.

Affinity Wealth Management first reported a position in COHR in Q1 2017 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold COHR as of Q3 2017.

  • Affinity Wealth Management held 2,505 shares of Coherent Inc worth $589K as of Q3 2017.
  • Affinity Wealth Management bought 709 Coherent Inc shares in Q3 2017, an estimated $171K.
  • Coherent Inc made up 0.36% of Affinity Wealth Management's portfolio in Q3 2017, its #21 holding.
  • Affinity Wealth Management first reported a position in Coherent Inc in Q1 2017 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.