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Reilly Financial Advisors’s Coherent COHR Stock Holding History

Reilly 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
2014
Q4 		– Sell
-600
Closed -$7K – 826
2014
Q3 		$7K Hold
600
– – ﹤0.01% 583
2014
Q2 		$9K Hold
600
– – ﹤0.01% 568
2014
Q1 		$9K Hold
600
– – ﹤0.01% 568
2013
Q4 		$11K Hold
600
– – ﹤0.01% 510
2013
Q3 		$11K Sell
600
-400
-40% -$7.43K ﹤0.01% 449
2013
Q2 		$17K Buy
+1,000
New +$16.4K 0.01% 369

Other funds holding COHR

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Reilly Financial Advisors's COHR Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Coherent (COHR) in Q4 2014, closing a stake of 600 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in COHR in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q2 2013. 138 funds tracked by Wall St. Rank hold COHR as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Coherent position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 Coherent shares in Q4 2014, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Coherent in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Coherent position peaked at $17K in Q2 2013.
  • 138 funds tracked by Wall St. Rank held Coherent as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.