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Moneta Group Investment Advisors’s IPG Photonics IPGP Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-56
Closed -$13K – 507
2018
Q1 		$13K Buy
+56
New +$13.8K ﹤0.01% 438

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moneta Group Investment Advisors's IPGP Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of IPG Photonics (IPGP) in Q2 2018, closing a stake of 56 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in IPGP in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 508 funds tracked by Wall St. Rank hold IPGP as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining IPG Photonics position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 56 IPG Photonics shares in Q2 2018, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in IPG Photonics in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's IPG Photonics position peaked at $13K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.