IPC
COHR

Independent Portfolio Consultants’s Coherent Inc COHR Stock Holding History

Independent Portfolio Consultants’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
Q2 		$595K Sell
2,646
-4,044
-60% -$929K 0.25% 132
2017
Q1 		$1.38M Buy
6,690
+285
+4% +$49.8K 0.48% 41
2016
Q4 		$880K Buy
6,405
+70
+1% +$8.51K 0.29% 113
2016
Q3 		$700K Sell
6,335
-2,790
-31% -$289K 0.22% 163
2016
Q2 		$837K Buy
9,125
+2,780
+44% +$256K 0.26% 116
2016
Q1 		$583K Sell
6,345
-655
-9% -$50.4K 0.16% 191
2015
Q4 		$456K Sell
7,000
-2,585
-27% -$159K 0.14% 213
2015
Q3 		$524K Buy
9,585
+1,980
+26% +$116K 0.11% 239
2015
Q2 		$483K Buy
7,605
+440
+6% +$28.2K 0.1% 258
2015
Q1 		$465K Sell
7,165
-330
-4% -$20.6K 0.1% 250
2014
Q4 		$455K Buy
7,495
+4,895
+188% +$290K 0.09% 259
2014
Q3 		$160K Buy
+2,600
New +$164K 0.04% 495

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Independent Portfolio Consultants's COHR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Coherent Inc (COHR) stake by 60% in Q2 2017, selling an estimated $929K and leaving 2,646 shares worth $595K. The position accounts for 0.25% of the portfolio, ranked #132.

Independent Portfolio Consultants first reported a position in COHR in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2017. 352 funds tracked by Wall St. Rank hold COHR as of Q2 2017.

  • Independent Portfolio Consultants held 2,646 shares of Coherent Inc worth $595K as of Q2 2017.
  • Independent Portfolio Consultants sold 4,044 Coherent Inc shares in Q2 2017, an estimated $929K.
  • Coherent Inc made up 0.25% of Independent Portfolio Consultants's portfolio in Q2 2017, its #132 holding.
  • Independent Portfolio Consultants first reported a position in Coherent Inc in Q3 2014 and has held it in 12 quarters since.
  • Independent Portfolio Consultants's Coherent Inc position peaked at $1.38M in Q1 2017.
  • 352 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.