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Integrated Wealth Management (Palm Desert)’s IPG Photonics IPGP Stock Holding History

Integrated Wealth Management (Palm Desert)’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 		– Sell
-81
Closed -$7K – 1252
2015
Q4 		$7K Hold
81
– – ﹤0.01% 859
2015
Q3 		$6K Buy
+81
New +$6.87K ﹤0.01% 893

Other funds holding IPGP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $9.72B AUM 22.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $131B AUM 28.36% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IPGP Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of IPG Photonics (IPGP) in Q1 2016, closing a stake of 81 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IPGP in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 295 funds tracked by Wall St. Rank hold IPGP as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining IPG Photonics position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 81 IPG Photonics shares in Q1 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in IPG Photonics in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s IPG Photonics position peaked at $7K in Q4 2015.
  • 295 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.