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WFG Advisors’s Coherent COHR Stock Holding History

WFG 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
2014
Q2 		– Sell
-700
Closed -$11K – 1987
2014
Q1 		$11K Hold
700
– – ﹤0.01% 1436
2013
Q4 		$12K Hold
700
– – ﹤0.01% 1516
2013
Q3 		$13K Hold
700
– – ﹤0.01% 1430
2013
Q2 		$11K Buy
+700
New +$11.5K ﹤0.01% 1412

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 $5.28B AUM 23.15% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's COHR Position: Q2 2014 in Review

WFG Advisors sold out of Coherent (COHR) in Q2 2014, closing a stake of 700 shares — an estimated $11K sold.

WFG Advisors first reported a position in COHR in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2013. 134 funds tracked by Wall St. Rank hold COHR as of Q2 2014.

  • WFG Advisors reported no remaining Coherent position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 700 Coherent shares in Q2 2014, an estimated $11K.
  • WFG Advisors first reported a position in Coherent in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Coherent position peaked at $13K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held Coherent as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.