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Evergreen Capital Management’s IPG Photonics IPGP Stock Holding History

Evergreen Capital Management’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
-991
Closed -$219K – 400
2018
Q2 		$219K Sell
991
-13
-1% -$3.07K 0.02% 326
2018
Q1 		$234K Buy
+1,004
New +$248K 0.02% 306

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

Evergreen Capital Management's IPGP Position: Q3 2018 in Review

Evergreen Capital Management sold out of IPG Photonics (IPGP) in Q3 2018, closing a stake of 991 shares — an estimated $219K sold.

Evergreen Capital Management first reported a position in IPGP in Q1 2018 and held it in 2 quarters. The position peaked at $234K in Q1 2018. 473 funds tracked by Wall St. Rank hold IPGP as of Q3 2018.

  • Evergreen Capital Management reported no remaining IPG Photonics position as of Q3 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 991 IPG Photonics shares in Q3 2018, an estimated $219K.
  • Evergreen Capital Management first reported a position in IPG Photonics in Q1 2018 and held it in 2 quarters.
  • Evergreen Capital Management's IPG Photonics position peaked at $234K in Q1 2018.
  • 473 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2018.

Based on Evergreen Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.