LWCFA
COHR

Loring Wolcott & Coolidge Fiduciary Advisors’s Coherent Inc COHR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q2 		– Sell
-250
Closed -$27K – 671
2020
Q1 		$27K Hold
250
– – ﹤0.01% 438
2019
Q4 		$42K Hold
250
– – ﹤0.01% 436
2019
Q3 		$38K Hold
250
– – ﹤0.01% 436
2019
Q2 		$34K Hold
250
– – ﹤0.01% 446
2019
Q1 		$35K Hold
250
– – ﹤0.01% 443
2018
Q4 		$72K Buy
+250
New +$32.1K ﹤0.01% 364
2018
Q1 		– Sell
-4
Closed -$1K – 803
2017
Q4 		$1K Hold
4
– – ﹤0.01% 727
2017
Q3 		$0 Buy
+4
New +$965 ﹤0.01% 929

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COHR Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Coherent Inc (COHR) in Q2 2020, closing a stake of 250 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COHR in Q3 2017 and held it in 8 quarters. The position peaked at $72K in Q4 2018. 254 funds tracked by Wall St. Rank hold COHR as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Coherent Inc position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 250 Coherent Inc shares in Q2 2020, an estimated $27K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coherent Inc in Q3 2017 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Coherent Inc position peaked at $72K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.