IWM
IPGP icon

IHT Wealth Management’s IPG Photonics IPGP Stock Holding History

IHT 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
2017
Q3 		– Sell
-231
Closed -$73 – 1485
2017
Q2 		$73 Hold
231
– – 0.04% 412
2017
Q1 		$27K Hold
231
– – 0.02% 566
2016
Q4 		$23K Buy
+231
New +$21.5K 0.02% 588

Other funds holding IPGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

IHT Wealth Management's IPGP Position: Q3 2017 in Review

IHT Wealth Management sold out of IPG Photonics (IPGP) in Q3 2017, closing a stake of 231 shares — an estimated $73 sold.

IHT Wealth Management first reported a position in IPGP in Q4 2016 and held it in 3 quarters. The position peaked at $27K in Q1 2017. 418 funds tracked by Wall St. Rank hold IPGP as of Q3 2017.

  • IHT Wealth Management reported no remaining IPG Photonics position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 231 IPG Photonics shares in Q3 2017, an estimated $73.
  • IHT Wealth Management first reported a position in IPG Photonics in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's IPG Photonics position peaked at $27K in Q1 2017.
  • 418 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.