CI
COHR

Cavalier Investments’s Coherent Inc 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
2018
Q1 		– Sell
-1,300
Closed -$367K – 203
2017
Q4 		$367K Hold
1,300
– – 0.15% 115
2017
Q3 		$306K Buy
+1,300
New +$314K 0.15% 115

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

Cavalier Investments's COHR Position: Q1 2018 in Review

Cavalier Investments sold out of Coherent Inc (COHR) in Q1 2018, closing a stake of 1,300 shares — an estimated $367K sold.

Cavalier Investments first reported a position in COHR in Q3 2017 and held it in 2 quarters. The position peaked at $367K in Q4 2017. 348 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

  • Cavalier Investments reported no remaining Coherent Inc position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 1,300 Coherent Inc shares in Q1 2018, an estimated $367K.
  • Cavalier Investments first reported a position in Coherent Inc in Q3 2017 and held it in 2 quarters.
  • Cavalier Investments's Coherent Inc position peaked at $367K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.