TSWM
COHR

Triangle Securities Wealth Management’s Coherent Inc COHR Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-1,050
Closed -$58K – 405
2013
Q2 		$58K Buy
+1,050
New +$58.4K 0.04% 238

Other funds holding COHR

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Triangle Securities Wealth Management's COHR Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Coherent Inc (COHR) in Q3 2013, closing a stake of 1,050 shares — an estimated $58K sold.

Triangle Securities Wealth Management first reported a position in COHR in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 131 funds tracked by Wall St. Rank hold COHR as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Coherent Inc position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,050 Coherent Inc shares in Q3 2013, an estimated $58K.
  • Triangle Securities Wealth Management first reported a position in Coherent Inc in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Coherent Inc position peaked at $58K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.