Cavalier Investments’s IPG Photonics IPGP Stock Holding History

Cavalier Investments’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	-10,800	Closed	-$2.38M	–	169
2018 Q2	$2.38M	Hold	10,800	–	–	0.8%	28
2018 Q1	$2.52M	Hold	10,800	–	–	0.89%	23
2017 Q4	$2.31M	Buy	10,800 +5,300	+96%	+$1.12M	0.92%	29
2017 Q3	$1.02M	Buy	+5,500	New	+$914K	0.49%	52

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cavalier Investments's IPGP Position: Q3 2018 in Review

Cavalier Investments sold out of IPG Photonics (IPGP) in Q3 2018, closing a stake of 10,800 shares — an estimated $2.38M sold.

Cavalier Investments first reported a position in IPGP in Q3 2017 and held it in 4 quarters. The position peaked at $2.52M in Q1 2018. 473 funds tracked by Wall St. Rank hold IPGP as of Q3 2018.

Cavalier Investments reported no remaining IPG Photonics position as of Q3 2018 after selling out during the quarter.
Cavalier Investments sold 10,800 IPG Photonics shares in Q3 2018, an estimated $2.38M.
Cavalier Investments first reported a position in IPG Photonics in Q3 2017 and held it in 4 quarters.
Cavalier Investments's IPG Photonics position peaked at $2.52M in Q1 2018.
473 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.