YWP
COHR

YorkBridge Wealth Partners’s Coherent Inc COHR Stock Holding History

YorkBridge 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
Q2 		– Sell
-71
Closed -$13K – 883
2018
Q1 		$13K Buy
71
+10
+16% +$2.41K 0.01% 595
2017
Q4 		$15K Sell
61
-21
-26% -$5.85K 0.01% 593
2017
Q3 		$19K Hold
82
– – 0.01% 539
2017
Q2 		$18K Sell
82
-19
-19% -$4.37K 0.01% 539
2017
Q1 		$22K Buy
101
+15
+17% +$2.62K 0.01% 492
2016
Q4 		$11K Buy
+86
New +$10.5K 0.01% 576

Other funds holding COHR

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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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

YorkBridge Wealth Partners's COHR Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Coherent Inc (COHR) in Q2 2018, closing a stake of 71 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in COHR in Q4 2016 and held it in 6 quarters. The position peaked at $22K in Q1 2017. 317 funds tracked by Wall St. Rank hold COHR as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Coherent Inc position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 71 Coherent Inc shares in Q2 2018, an estimated $13K.
  • YorkBridge Wealth Partners first reported a position in Coherent Inc in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Coherent Inc position peaked at $22K in Q1 2017.
  • 317 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.