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Atlas Capital Advisors’s IPG Photonics IPGP Stock Holding History

Atlas Capital Advisors’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
2018
Q3 		– Sell
-931
Closed -$223K – 551
2018
Q2 		$223K Buy
+931
New +$220K 0.08% 259

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Atlas Capital Advisors's IPGP Position: Q3 2018 in Review

Atlas Capital Advisors sold out of IPG Photonics (IPGP) in Q3 2018, closing a stake of 931 shares — an estimated $223K sold.

Atlas Capital Advisors first reported a position in IPGP in Q2 2018 and held it in 1 quarter. The position peaked at $223K in Q2 2018. 473 funds tracked by Wall St. Rank hold IPGP as of Q3 2018.

  • Atlas Capital Advisors reported no remaining IPG Photonics position as of Q3 2018 after selling out during the quarter.
  • Atlas Capital Advisors sold 931 IPG Photonics shares in Q3 2018, an estimated $223K.
  • Atlas Capital Advisors first reported a position in IPG Photonics in Q2 2018 and held it in 1 quarter.
  • Atlas Capital Advisors's IPG Photonics position peaked at $223K in Q2 2018.
  • 473 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2018.

Based on Atlas Capital Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.