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Patriot Financial Group Insurance Agency’s IPG Photonics IPGP Stock Holding History

Patriot Financial Group Insurance Agency’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
-13
Closed -$3K – 749
2018
Q1 		$3K Sell
13
-7
-35% -$1.73K ﹤0.01% 823
2017
Q4 		$5K Sell
20
-5
-20% -$1.06K ﹤0.01% 720
2017
Q3 		$5K Hold
25
– – ﹤0.01% 695
2017
Q2 		$4K Hold
25
– – ﹤0.01% 718
2017
Q1 		$3K Hold
25
– – ﹤0.01% 704
2016
Q4 		$3K Buy
+25
New +$2.33K ﹤0.01% 638

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Patriot Financial Group Insurance Agency's IPGP Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of IPG Photonics (IPGP) in Q2 2018, closing a stake of 13 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in IPGP in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 509 funds tracked by Wall St. Rank hold IPGP as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining IPG Photonics position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 13 IPG Photonics shares in Q2 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in IPG Photonics in Q4 2016 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's IPG Photonics position peaked at $5K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.