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Gupta Wealth Management’s IPG Photonics IPGP Stock Holding History

Gupta Wealth 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
2016
Q1 		$2K Sell
19
-196
-91% -$16.6K ﹤0.01% 1063
2015
Q4 		$19K Buy
215
+184
+594% +$15.8K ﹤0.01% 673
2015
Q3 		$2K Hold
31
– – ﹤0.01% 1139
2015
Q2 		$3K Sell
31
-250
-89% -$23.5K ﹤0.01% 1088
2015
Q1 		$26K Buy
+281
New +$24.3K 0.01% 535

Other funds holding IPGP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $10.6B AUM 19.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gupta Wealth Management's IPGP Position: Q1 2016 in Review

Gupta Wealth Management reduced its IPG Photonics (IPGP) stake by 91% in Q1 2016, selling an estimated $16.6K and leaving 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Gupta Wealth Management first reported a position in IPGP in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q1 2015. 296 funds tracked by Wall St. Rank hold IPGP as of Q1 2016.

  • Gupta Wealth Management held 19 shares of IPG Photonics worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 196 IPG Photonics shares in Q1 2016, an estimated $16.6K.
  • IPG Photonics made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1063 holding.
  • Gupta Wealth Management first reported a position in IPG Photonics in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's IPG Photonics position peaked at $26K in Q1 2015.
  • 296 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.