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Shepherd Kaplan Krochuk’s IPG Photonics IPGP Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-2,328
Closed -$207K – 328
2015
Q4 		$207K Sell
2,328
-3,902
-63% -$334K 0.05% 269
2015
Q3 		$474K Sell
6,230
-1,770
-22% -$150K 0.13% 124
2015
Q2 		$681K Hold
8,000
– – 0.13% 135
2015
Q1 		$742K Sell
8,000
-4,000
-33% -$345K 0.13% 129
2014
Q4 		$899K Sell
12,000
-800
-6% -$56.9K 0.14% 143
2014
Q3 		$881K Sell
12,800
-1,494
-10% -$101K 0.11% 150
2014
Q2 		$984K Sell
14,294
-706
-5% -$47.6K 0.1% 147
2014
Q1 		$1.07M Hold
15,000
– – 0.12% 134
2013
Q4 		$1.16M Sell
15,000
-4,117
-22% -$280K 0.15% 117
2013
Q3 		$1.08M Hold
19,117
– – 0.17% 116
2013
Q2 		$1.16M Buy
+19,117
New +$1.17M 0.23% 100

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Shepherd Kaplan Krochuk's IPGP Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of IPG Photonics (IPGP) in Q1 2016, closing a stake of 2,328 shares — an estimated $207K sold.

Shepherd Kaplan Krochuk first reported a position in IPGP in Q2 2013 and held it in 11 quarters. The position peaked at $1.16M in Q4 2013. 295 funds tracked by Wall St. Rank hold IPGP as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining IPG Photonics position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,328 IPG Photonics shares in Q1 2016, an estimated $207K.
  • Shepherd Kaplan Krochuk first reported a position in IPG Photonics in Q2 2013 and held it in 11 quarters.
  • Shepherd Kaplan Krochuk's IPG Photonics position peaked at $1.16M in Q4 2013.
  • 295 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.