APP
COHR

Avantax Planning Partners’s Coherent Inc COHR Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-59
Closed -$10K – 1311
2018
Q3 		$10K Buy
+59
New +$10.4K ﹤0.01% 892
2018
Q2 		– Sell
-89
Closed -$17K – 1637
2018
Q1 		$17K Buy
+89
New +$21.5K ﹤0.01% 849

Other funds holding COHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's COHR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Coherent Inc (COHR) in Q4 2018, closing a stake of 59 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in COHR in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 283 funds tracked by Wall St. Rank hold COHR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Coherent Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 59 Coherent Inc shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Coherent Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Coherent Inc position peaked at $17K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Coherent Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.