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Wealthcare Capital Management’s Coherent COHR Stock Holding History

Wealthcare Capital 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
2015
Q1 		– Sell
-120
Closed -$2K – 939
2014
Q4 		$2K Hold
120
– – ﹤0.01% 166
2014
Q3 		$1K Hold
120
– – ﹤0.01% 240
2014
Q2 		$2K Hold
120
– – ﹤0.01% 159
2014
Q1 		$2K Buy
+120
New +$1.93K ﹤0.01% 151

Other funds holding COHR

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Capital Management's COHR Position: Q1 2015 in Review

Wealthcare Capital Management sold out of Coherent (COHR) in Q1 2015, closing a stake of 120 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in COHR in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q4 2014. 152 funds tracked by Wall St. Rank hold COHR as of Q1 2015.

  • Wealthcare Capital Management reported no remaining Coherent position as of Q1 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 120 Coherent shares in Q1 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Coherent in Q1 2014 and held it in 4 quarters.
  • Wealthcare Capital Management's Coherent position peaked at $2K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Coherent as of Q1 2015.

Based on Wealthcare Capital Management's 13F filing for Q1 2015, filed 13 May 2015.