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Juncture Wealth Strategies’s IPG Photonics IPGP Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-10,183
Closed -$978K – 73
2016
Q1 		$978K Buy
10,183
+340
+3% +$28.8K 0.72% 35
2015
Q4 		$878K Buy
9,843
+1,498
+18% +$128K 0.66% 39
2015
Q3 		$634K Sell
8,345
-475
-5% -$40.3K 0.51% 49
2015
Q2 		$751K Sell
8,820
-990
-10% -$93.1K 0.61% 37
2015
Q1 		$909K Sell
9,810
-12,440
-56% -$1.07M 0.75% 28
2014
Q4 		$1.66M Buy
+22,250
New +$1.58M 0.79% 33

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Juncture Wealth Strategies's IPGP Position: Q2 2016 in Review

Juncture Wealth Strategies sold out of IPG Photonics (IPGP) in Q2 2016, closing a stake of 10,183 shares — an estimated $978K sold.

Juncture Wealth Strategies first reported a position in IPGP in Q4 2014 and held it in 6 quarters. The position peaked at $1.66M in Q4 2014. 312 funds tracked by Wall St. Rank hold IPGP as of Q2 2016.

  • Juncture Wealth Strategies reported no remaining IPG Photonics position as of Q2 2016 after selling out during the quarter.
  • Juncture Wealth Strategies sold 10,183 IPG Photonics shares in Q2 2016, an estimated $978K.
  • Juncture Wealth Strategies first reported a position in IPG Photonics in Q4 2014 and held it in 6 quarters.
  • Juncture Wealth Strategies's IPG Photonics position peaked at $1.66M in Q4 2014.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2016.

Based on Juncture Wealth Strategies's 13F filing for Q2 2016, filed 14 Jul 2016.