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BancorpSouth’s IPG Photonics IPGP Stock Holding History

BancorpSouth’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
2017
Q3 		$225K Buy
+1,214
New +$202K 0.02% 231
2017
Q2 		– Sell
-4,537
Closed -$548K – 239
2017
Q1 		$548K Buy
4,537
+1,181
+35% +$134K 0.06% 115
2016
Q4 		$331K Hold
3,356
– – 0.04% 150
2016
Q3 		$276K Buy
3,356
+66
+2% +$5.51K 0.03% 184
2016
Q2 		$263K Sell
3,290
-138
-4% -$12.1K 0.03% 174
2016
Q1 		$329K Buy
+3,428
New +$291K 0.04% 152

Other funds holding IPGP

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

BancorpSouth's IPGP Position: Q3 2017 in Review

BancorpSouth opened a new position in IPG Photonics (IPGP) in Q3 2017: 1,214 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: BancorpSouth previously reported a position in IPGP as recently as Q1 2017.

BancorpSouth first reported a position in IPGP in Q1 2016 and has held it in 6 quarters since. The position peaked at $548K in Q1 2017. 418 funds tracked by Wall St. Rank hold IPGP as of Q3 2017.

  • BancorpSouth held 1,214 shares of IPG Photonics worth $225K as of Q3 2017.
  • IPG Photonics was a new BancorpSouth position in Q3 2017.
  • IPG Photonics made up 0.02% of BancorpSouth's portfolio in Q3 2017, its #231 holding.
  • BancorpSouth first reported a position in IPG Photonics in Q1 2016 and has held it in 6 quarters since.
  • BancorpSouth's IPG Photonics position peaked at $548K in Q1 2017.
  • 418 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.