MYIA
IPGP icon

Mount Yale Investment Advisors’s IPG Photonics IPGP Stock Holding History

Mount Yale 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
Q4 		– Sell
-1,851
Closed -$265K – 527
2018
Q3 		$265K Buy
1,851
+27
+1% +$5.01K 0.05% 273
2018
Q2 		$402K Sell
1,824
-5
-0.3% -$1.18K 0.08% 208
2018
Q1 		$427K Buy
+1,829
New +$451K 0.09% 200

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Mount Yale Investment Advisors's IPGP Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of IPG Photonics (IPGP) in Q4 2018, closing a stake of 1,851 shares — an estimated $265K sold.

Mount Yale Investment Advisors first reported a position in IPGP in Q1 2018 and held it in 3 quarters. The position peaked at $427K in Q1 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining IPG Photonics position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,851 IPG Photonics shares in Q4 2018, an estimated $265K.
  • Mount Yale Investment Advisors first reported a position in IPG Photonics in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's IPG Photonics position peaked at $427K in Q1 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.