UCFA
COHR

United Capital Financial Advisors’s Coherent Inc COHR Stock Holding History

United Capital 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
2019
Q3 		– Sell
-1,960
Closed -$267K – 1525
2019
Q2 		$267K Hold
1,960
– – ﹤0.01% 1264
2019
Q1 		$278K Hold
1,960
– – ﹤0.01% 1155
2018
Q4 		$207K Buy
+1,960
New +$252K ﹤0.01% 1194

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's COHR Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Coherent Inc (COHR) in Q3 2019, closing a stake of 1,960 shares — an estimated $267K sold.

United Capital Financial Advisors first reported a position in COHR in Q4 2018 and held it in 3 quarters. The position peaked at $278K in Q1 2019. 267 funds tracked by Wall St. Rank hold COHR as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Coherent Inc position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,960 Coherent Inc shares in Q3 2019, an estimated $267K.
  • United Capital Financial Advisors first reported a position in Coherent Inc in Q4 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Coherent Inc position peaked at $278K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.