AIM
IPGP icon

Assured Investment Management’s IPG Photonics IPGP Stock Holding History

Assured Investment Management’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-812
Closed -$67K – 642
2016
Q3 		$67K Buy
+812
New +$67.8K ﹤0.01% 568
2015
Q3 		– Sell
-3,604
Closed -$307K – 656
2015
Q2 		$307K Buy
+3,604
New +$339K 0.01% 442

Other funds holding IPGP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Assured Investment Management's IPGP Position: Q4 2016 in Review

Assured Investment Management sold out of IPG Photonics (IPGP) in Q4 2016, closing a stake of 812 shares — an estimated $67K sold.

Assured Investment Management first reported a position in IPGP in Q2 2015 and held it in 2 quarters. The position peaked at $307K in Q2 2015. 321 funds tracked by Wall St. Rank hold IPGP as of Q4 2016.

  • Assured Investment Management reported no remaining IPG Photonics position as of Q4 2016 after selling out during the quarter.
  • Assured Investment Management sold 812 IPG Photonics shares in Q4 2016, an estimated $67K.
  • Assured Investment Management first reported a position in IPG Photonics in Q2 2015 and held it in 2 quarters.
  • Assured Investment Management's IPG Photonics position peaked at $307K in Q2 2015.
  • 321 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2016.

Based on Assured Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.