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Checchi Capital Advisers’s IPG Photonics IPGP Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-237
Closed -$19K – 792
2016
Q2 		$19K Buy
237
+11
+5% +$967 ﹤0.01% 1176
2016
Q1 		$22K Buy
+226
New +$19.2K ﹤0.01% 1098

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Checchi Capital Advisers's IPGP Position: Q3 2016 in Review

Checchi Capital Advisers sold out of IPG Photonics (IPGP) in Q3 2016, closing a stake of 237 shares — an estimated $19K sold.

Checchi Capital Advisers first reported a position in IPGP in Q1 2016 and held it in 2 quarters. The position peaked at $22K in Q1 2016. 300 funds tracked by Wall St. Rank hold IPGP as of Q3 2016.

  • Checchi Capital Advisers reported no remaining IPG Photonics position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 237 IPG Photonics shares in Q3 2016, an estimated $19K.
  • Checchi Capital Advisers first reported a position in IPG Photonics in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's IPG Photonics position peaked at $22K in Q1 2016.
  • 300 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.