RIA
COHR

Regal Investment Advisors’s Coherent Inc COHR Stock Holding History

Regal Investment 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
Q1 		– Sell
-11,597
Closed -$1.93M – 335
2019
Q4 		$1.93M Sell
11,597
-295
-2% -$45.7K 0.35% 93
2019
Q3 		$1.83M Sell
11,892
-286
-2% -$41.3K 0.36% 96
2019
Q2 		$1.66M Buy
12,178
+59
+0.5% +$7.97K 0.32% 100
2019
Q1 		$1.72M Buy
12,119
+985
+9% +$125K 0.35% 95
2018
Q4 		$1.18M Buy
11,134
+173
+2% +$22.2K 0.26% 112
2018
Q3 		$1.89M Buy
+10,961
New +$1.93M 0.4% 76

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Regal Investment Advisors's COHR Position: Q1 2020 in Review

Regal Investment Advisors sold out of Coherent Inc (COHR) in Q1 2020, closing a stake of 11,597 shares — an estimated $1.93M sold.

Regal Investment Advisors first reported a position in COHR in Q3 2018 and held it in 6 quarters. The position peaked at $1.93M in Q4 2019. 243 funds tracked by Wall St. Rank hold COHR as of Q1 2020.

  • Regal Investment Advisors reported no remaining Coherent Inc position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 11,597 Coherent Inc shares in Q1 2020, an estimated $1.93M.
  • Regal Investment Advisors first reported a position in Coherent Inc in Q3 2018 and held it in 6 quarters.
  • Regal Investment Advisors's Coherent Inc position peaked at $1.93M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.