SWP
COHR

Stratos Wealth Partners’s Coherent Inc COHR Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-291
Closed -$50K – 2730
2018
Q3 		$50K Buy
+291
New +$51.2K ﹤0.01% 1463
2018
Q2 		– Sell
-284
Closed -$53K – 2819
2018
Q1 		$53K Buy
284
+275
+3,056% +$66.3K ﹤0.01% 1554
2017
Q4 		$3K Buy
+9
New +$2.51K ﹤0.01% 2563

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Stratos Wealth Partners's COHR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Coherent Inc (COHR) in Q4 2018, closing a stake of 291 shares — an estimated $50K sold.

Stratos Wealth Partners first reported a position in COHR in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q1 2018. 283 funds tracked by Wall St. Rank hold COHR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Coherent Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 291 Coherent Inc shares in Q4 2018, an estimated $50K.
  • Stratos Wealth Partners first reported a position in Coherent Inc in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Coherent Inc position peaked at $53K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Coherent Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.