Lucus Advisors’s Coherent Inc COHR Stock Holding History

Lucus 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
2015 Q3	–	Sell	-8,049	Closed	-$511K	–	385
2015 Q2	$511K	Buy	+8,049	New	+$516K	0.24%	81

Other funds holding COHR

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lucus Advisors's COHR Position: Q3 2015 in Review

Lucus Advisors sold out of Coherent Inc (COHR) in Q3 2015, closing a stake of 8,049 shares — an estimated $511K sold.

Lucus Advisors first reported a position in COHR in Q2 2015 and held it in 1 quarter. The position peaked at $511K in Q2 2015. 165 funds tracked by Wall St. Rank hold COHR as of Q3 2015.

Lucus Advisors reported no remaining Coherent Inc position as of Q3 2015 after selling out during the quarter.
Lucus Advisors sold 8,049 Coherent Inc shares in Q3 2015, an estimated $511K.
Lucus Advisors first reported a position in Coherent Inc in Q2 2015 and held it in 1 quarter.
Lucus Advisors's Coherent Inc position peaked at $511K in Q2 2015.
165 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.