BRWA
COHR

B. Riley Wealth Advisors’s Coherent Inc COHR Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-1,578
Closed -$446K – 728
2017
Q4 		$446K Sell
1,578
-230
-13% -$64K 0.06% 345
2017
Q3 		$426K Sell
1,808
-48
-3% -$11.6K 0.07% 294
2017
Q2 		$418K Sell
1,856
-616
-25% -$142K 0.08% 284
2017
Q1 		$509K Sell
2,472
-129
-5% -$22.5K 0.1% 232
2016
Q4 		$358K Sell
2,601
-15
-0.6% -$1.82K 0.07% 309
2016
Q3 		$291K Buy
2,616
+108
+4% +$11.2K 0.06% 411
2016
Q2 		$231K Buy
+2,508
New +$231K 0.05% 496

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
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

B. Riley Wealth Advisors's COHR Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of Coherent Inc (COHR) in Q1 2018, closing a stake of 1,578 shares — an estimated $446K sold.

B. Riley Wealth Advisors first reported a position in COHR in Q2 2016 and held it in 7 quarters. The position peaked at $509K in Q1 2017. 348 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

  • B. Riley Wealth Advisors reported no remaining Coherent Inc position as of Q1 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,578 Coherent Inc shares in Q1 2018, an estimated $446K.
  • B. Riley Wealth Advisors first reported a position in Coherent Inc in Q2 2016 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Coherent Inc position peaked at $509K in Q1 2017.
  • 348 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.