FineMark National Bank & Trust’s IPG Photonics IPGP Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-28	Closed	-$3K	–	677
2016 Q4	$3K	Hold	28	–	–	﹤0.01%	1115
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	1181
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	1205
2016 Q1	$3K	Hold	28	–	–	﹤0.01%	1090
2015 Q4	$2K	Hold	28	–	–	﹤0.01%	1176
2015 Q3	$2K	Hold	28	–	–	﹤0.01%	1261
2015 Q2	$2K	Hold	28	–	–	﹤0.01%	1256
2015 Q1	$3K	Buy	+28	New	+$2.42K	﹤0.01%	1185

Other funds holding IPGP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

FineMark National Bank & Trust's IPGP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of IPG Photonics (IPGP) in Q1 2017, closing a stake of 28 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in IPGP in Q1 2015 and held it in 8 quarters. The position peaked at $3K in Q4 2016. 355 funds tracked by Wall St. Rank hold IPGP as of Q1 2017.

FineMark National Bank & Trust reported no remaining IPG Photonics position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 28 IPG Photonics shares in Q1 2017, an estimated $3K.
FineMark National Bank & Trust first reported a position in IPG Photonics in Q1 2015 and held it in 8 quarters.
FineMark National Bank & Trust's IPG Photonics position peaked at $3K in Q4 2016.
355 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.