LFA
COHR

Legacy Financial Advisors’s Coherent Inc COHR Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-40
Closed -$6K – 984
2019
Q1 		$6K Hold
40
– – ﹤0.01% 756
2018
Q4 		$4K Hold
40
– – ﹤0.01% 788
2018
Q3 		$6K Hold
40
– – ﹤0.01% 666
2018
Q2 		$7K Hold
40
– – ﹤0.01% 634
2018
Q1 		$7K Hold
40
– – ﹤0.01% 591
2017
Q4 		$11K Buy
+40
New +$11.1K ﹤0.01% 462

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's COHR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Coherent Inc (COHR) in Q2 2019, closing a stake of 40 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in COHR in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 286 funds tracked by Wall St. Rank hold COHR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Coherent Inc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 40 Coherent Inc shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Coherent Inc in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Coherent Inc position peaked at $11K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.