Jones Financial Companies
COHR

Jones Financial Companies’s Coherent Inc COHR Stock Holding History

Jones Financial Companies’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
2013
Q3 		– Sell
-560
Closed -$31K – 857
2013
Q2 		$31K Buy
+560
New +$31.1K ﹤0.01% 386

Other funds holding COHR

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Jones Financial Companies's COHR Position: Q3 2013 in Review

Jones Financial Companies sold out of Coherent Inc (COHR) in Q3 2013, closing a stake of 560 shares — an estimated $31K sold.

Jones Financial Companies first reported a position in COHR in Q2 2013 and held it in 1 quarter. The position peaked at $31K in Q2 2013. 131 funds tracked by Wall St. Rank hold COHR as of Q3 2013.

  • Jones Financial Companies reported no remaining Coherent Inc position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 560 Coherent Inc shares in Q3 2013, an estimated $31K.
  • Jones Financial Companies first reported a position in Coherent Inc in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Coherent Inc position peaked at $31K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.