RWA
COHR

Ropes Wealth Advisors’s Coherent Inc COHR Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-43
Closed -$12K – 780
2017
Q4 		$12K Hold
43
– – ﹤0.01% 514
2017
Q3 		$10K Buy
+43
New +$10.4K ﹤0.01% 518

Other funds holding COHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's COHR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Coherent Inc (COHR) in Q1 2018, closing a stake of 43 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in COHR in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 348 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Coherent Inc position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 43 Coherent Inc shares in Q1 2018, an estimated $12K.
  • Ropes Wealth Advisors first reported a position in Coherent Inc in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Coherent Inc position peaked at $12K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.