IPC
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Independent Portfolio Consultants’s IPG Photonics IPGP Stock Holding History

Independent Portfolio Consultants’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
Q2 		$34K Buy
233
+43
+23% +$5.77K 0.01% 562
2017
Q1 		$23K Sell
190
-110
-37% -$12.4K 0.01% 649
2016
Q4 		$30K Hold
300
– – 0.01% 590
2016
Q3 		$25K Hold
300
– – 0.01% 619
2016
Q2 		$24K Hold
300
– – 0.01% 627
2016
Q1 		$29K Sell
300
-105
-26% -$8.91K 0.01% 633
2015
Q4 		$36K Sell
405
-1,150
-74% -$98.6K 0.01% 619
2015
Q3 		$118K Sell
1,555
-185
-11% -$15.7K 0.03% 428
2015
Q2 		$148K Buy
1,740
+350
+25% +$32.9K 0.03% 421
2015
Q1 		$129K Sell
1,390
-155
-10% -$13.4K 0.03% 438
2014
Q4 		$116K Sell
1,545
-8,343
-84% -$594K 0.02% 472
2014
Q3 		$680K Buy
9,888
+1,545
+19% +$104K 0.18% 156
2014
Q2 		$574K Buy
8,343
+340
+4% +$22.9K 0.16% 195
2014
Q1 		$568K Sell
8,003
-3,100
-28% -$218K 0.18% 183
2013
Q4 		$862K Sell
11,103
-1,755
-14% -$119K 0.3% 86
2013
Q3 		$725K Buy
12,858
+7,550
+142% +$442K 0.29% 102
2013
Q2 		$322K Buy
+5,308
New +$324K 0.14% 308

Other funds holding IPGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Independent Portfolio Consultants's IPGP Position: Q2 2017 in Review

Independent Portfolio Consultants increased its IPG Photonics (IPGP) stake by 23% in Q2 2017, buying an estimated $5.77K and bringing the position to 233 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #562.

Independent Portfolio Consultants first reported a position in IPGP in Q2 2013 and has held it in 17 quarters since. The position peaked at $862K in Q4 2013. 382 funds tracked by Wall St. Rank hold IPGP as of Q2 2017.

  • Independent Portfolio Consultants held 233 shares of IPG Photonics worth $34K as of Q2 2017.
  • Independent Portfolio Consultants bought 43 IPG Photonics shares in Q2 2017, an estimated $5.77K.
  • IPG Photonics made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #562 holding.
  • Independent Portfolio Consultants first reported a position in IPG Photonics in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's IPG Photonics position peaked at $862K in Q4 2013.
  • 382 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.