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Sigma Investment Counselors’s IPG Photonics IPGP Stock Holding History

Sigma Investment Counselors’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
2017
Q4 		– Sell
-2,200
Closed -$407K – 133
2017
Q3 		$407K Hold
2,200
– – 0.06% 100
2017
Q2 		$319K Hold
2,200
– – 0.05% 111
2017
Q1 		$266K Buy
+2,200
New +$249K 0.04% 118

Other funds holding IPGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Sigma Investment Counselors's IPGP Position: Q4 2017 in Review

Sigma Investment Counselors sold out of IPG Photonics (IPGP) in Q4 2017, closing a stake of 2,200 shares — an estimated $407K sold.

Sigma Investment Counselors first reported a position in IPGP in Q1 2017 and held it in 3 quarters. The position peaked at $407K in Q3 2017. 471 funds tracked by Wall St. Rank hold IPGP as of Q4 2017.

  • Sigma Investment Counselors reported no remaining IPG Photonics position as of Q4 2017 after selling out during the quarter.
  • Sigma Investment Counselors sold 2,200 IPG Photonics shares in Q4 2017, an estimated $407K.
  • Sigma Investment Counselors first reported a position in IPG Photonics in Q1 2017 and held it in 3 quarters.
  • Sigma Investment Counselors's IPG Photonics position peaked at $407K in Q3 2017.
  • 471 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2017.

Based on Sigma Investment Counselors's 13F filing for Q4 2017, filed 8 Feb 2018.