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Burney Company’s IPG Photonics IPGP Stock Holding History

Burney Company’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
Q2 		– Sell
-2,100
Closed -$490K – 450
2018
Q1 		$490K Hold
2,100
– – 0.03% 297
2017
Q4 		$450K Sell
2,100
-100
-5% -$21.2K 0.03% 306
2017
Q3 		$404K Hold
2,200
– – 0.03% 300
2017
Q2 		$317K Hold
2,200
– – 0.02% 320
2017
Q1 		$266K Hold
2,200
– – 0.02% 333
2016
Q4 		$217K Buy
+2,200
New +$205K 0.01% 358
2016
Q2 		– Sell
-2,500
Closed -$240K – 381
2016
Q1 		$240K Hold
2,500
– – 0.02% 351
2015
Q4 		$229K Buy
+2,500
New +$214K 0.02% 343
2015
Q3 		– Sell
-2,500
Closed -$213K – 381
2015
Q2 		$213K Hold
2,500
– – 0.01% 379
2015
Q1 		$232K Buy
+2,500
New +$216K 0.02% 380

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Burney Company's IPGP Position: Q2 2018 in Review

Burney Company sold out of IPG Photonics (IPGP) in Q2 2018, closing a stake of 2,100 shares — an estimated $490K sold.

Burney Company first reported a position in IPGP in Q1 2015 and held it in 10 quarters. The position peaked at $490K in Q1 2018. 508 funds tracked by Wall St. Rank hold IPGP as of Q2 2018.

  • Burney Company reported no remaining IPG Photonics position as of Q2 2018 after selling out during the quarter.
  • Burney Company sold 2,100 IPG Photonics shares in Q2 2018, an estimated $490K.
  • Burney Company first reported a position in IPG Photonics in Q1 2015 and held it in 10 quarters.
  • Burney Company's IPG Photonics position peaked at $490K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2018.

Based on Burney Company's 13F filing for Q2 2018, filed 13 Aug 2018.