Cavalier Investments’s Coherent COHR Stock Holding History

Cavalier Investments’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 Q4	–	Sell	-10,000	Closed	-$412K	–	141
2017 Q3	$412K	Buy	+10,000	New	+$373K	0.2%	90

Other funds holding COHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cavalier Investments's COHR Position: Q4 2017 in Review

Cavalier Investments sold out of Coherent (COHR) in Q4 2017, closing a stake of 10,000 shares — an estimated $412K sold.

Cavalier Investments first reported a position in COHR in Q3 2017 and held it in 1 quarter. The position peaked at $412K in Q3 2017. 229 funds tracked by Wall St. Rank hold COHR as of Q4 2017.

Cavalier Investments reported no remaining Coherent position as of Q4 2017 after selling out during the quarter.
Cavalier Investments sold 10,000 Coherent shares in Q4 2017, an estimated $412K.
Cavalier Investments first reported a position in Coherent in Q3 2017 and held it in 1 quarter.
Cavalier Investments's Coherent position peaked at $412K in Q3 2017.
229 funds tracked by Wall St. Rank held Coherent as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.