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Regal Investment Advisors’s IPG Photonics IPGP Stock Holding History

Regal 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
2015
Q4 		– Sell
-50
Closed -$3K – 573
2015
Q3 		$3K Hold
50
– – ﹤0.01% 887
2015
Q2 		$4K Hold
50
– – ﹤0.01% 781
2015
Q1 		$5K Buy
+50
New +$4.32K ﹤0.01% 810
2014
Q4 		– Sell
-328
Closed -$23K – 963
2014
Q3 		$23K Hold
328
– – 0.01% 531
2014
Q2 		$23K Sell
328
-13
-4% -$876 0.01% 521
2014
Q1 		$24K Sell
341
-20,117
-98% -$1.41M 0.01% 469
2013
Q4 		$1.59M Buy
20,458
+3,405
+20% +$232K 0.91% 28
2013
Q3 		$961K Sell
17,053
-15
-0.1% -$877 0.56% 69
2013
Q2 		$1.04M Buy
+17,068
New +$1.04M 0.57% 54

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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

Regal Investment Advisors's IPGP Position: Q4 2015 in Review

Regal Investment Advisors sold out of IPG Photonics (IPGP) in Q4 2015, closing a stake of 50 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in IPGP in Q2 2013 and held it in 9 quarters. The position peaked at $1.59M in Q4 2013. 310 funds tracked by Wall St. Rank hold IPGP as of Q4 2015.

  • Regal Investment Advisors reported no remaining IPG Photonics position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 IPG Photonics shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in IPG Photonics in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's IPG Photonics position peaked at $1.59M in Q4 2013.
  • 310 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.