SSWM
COHR

Sheets Smith Wealth Management’s Coherent Inc COHR Stock Holding History

Sheets Smith Wealth Management’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
-2,171
Closed -$613K – 344
2017
Q4 		$613K Buy
+2,171
New +$604K 0.14% 175
2017
Q2 		– Sell
-4,602
Closed -$946K – 318
2017
Q1 		$946K Hold
4,602
– – 0.25% 115
2016
Q4 		$632K Sell
4,602
-224
-5% -$27.2K 0.18% 157
2016
Q3 		$533K Buy
+4,826
New +$500K 0.15% 173

Other funds holding COHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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 $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's COHR Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of Coherent Inc (COHR) in Q1 2018, closing a stake of 2,171 shares — an estimated $613K sold.

Sheets Smith Wealth Management first reported a position in COHR in Q3 2016 and held it in 4 quarters. The position peaked at $946K in Q1 2017. 348 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

  • Sheets Smith Wealth Management reported no remaining Coherent Inc position as of Q1 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,171 Coherent Inc shares in Q1 2018, an estimated $613K.
  • Sheets Smith Wealth Management first reported a position in Coherent Inc in Q3 2016 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Coherent Inc position peaked at $946K in Q1 2017.
  • 348 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.