Shelton Capital Management’s IPG Photonics IPGP Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-2,778	Closed	-$595K	–	864
2017 Q4	$595K	Hold	2,778	–	–	0.04%	330
2017 Q3	$514K	Hold	2,778	–	–	0.03%	354
2017 Q2	$403K	Hold	2,778	–	–	0.03%	432
2017 Q1	$335K	Sell	2,778 -876	-24%	-$99.1K	0.02%	519
2016 Q4	$361K	Hold	3,654	–	–	0.03%	523
2016 Q3	$301K	Sell	3,654 -2	-0.1%	-$167	0.03%	570
2016 Q2	$292K	Buy	3,656 +2	+0.1%	+$176	0.03%	563
2016 Q1	$351K	Hold	3,654	–	–	0.03%	489
2015 Q4	$326K	Hold	3,654	–	–	0.03%	511
2015 Q3	$278K	Hold	3,654	–	–	0.03%	572
2015 Q2	$311K	Hold	3,654	–	–	0.03%	565
2015 Q1	$339K	Hold	3,654	–	–	0.04%	539
2014 Q4	$274K	Buy	+3,654	New	+$260K	0.03%	617

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Shelton Capital Management's IPGP Position: Q1 2018 in Review

Shelton Capital Management sold out of IPG Photonics (IPGP) in Q1 2018, closing a stake of 2,778 shares — an estimated $595K sold.

Shelton Capital Management first reported a position in IPGP in Q4 2014 and held it in 13 quarters. The position peaked at $595K in Q4 2017. 498 funds tracked by Wall St. Rank hold IPGP as of Q1 2018.

Shelton Capital Management reported no remaining IPG Photonics position as of Q1 2018 after selling out during the quarter.
Shelton Capital Management sold 2,778 IPG Photonics shares in Q1 2018, an estimated $595K.
Shelton Capital Management first reported a position in IPG Photonics in Q4 2014 and held it in 13 quarters.
Shelton Capital Management's IPG Photonics position peaked at $595K in Q4 2017.
498 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2018.

Based on Shelton Capital Management's 13F filing for Q1 2018, filed 15 May 2018.