AWM
COHR

AllSquare Wealth Management’s Coherent Inc COHR Stock Holding History

AllSquare 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
2018
Q1 		– Sell
-117
Closed -$28.2K – 428
2017
Q4 		$33K Sell
117
-6
-5% -$1.67K 0.03% 187
2017
Q3 		$29K Buy
+123
New +$29.7K 0.02% 205

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's COHR Position: Q1 2018 in Review

AllSquare Wealth Management sold out of Coherent Inc (COHR) in Q1 2018, closing a stake of 117 shares — an estimated $28.2K sold.

AllSquare Wealth Management first reported a position in COHR in Q3 2017 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 348 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

  • AllSquare Wealth Management reported no remaining Coherent Inc position as of Q1 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 117 Coherent Inc shares in Q1 2018, an estimated $28.2K.
  • AllSquare Wealth Management first reported a position in Coherent Inc in Q3 2017 and held it in 2 quarters.
  • AllSquare Wealth Management's Coherent Inc position peaked at $33K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2018.

Based on AllSquare Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.