Simplicity Solutions’s IPG Photonics IPGP Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-1,944	Closed	-$282K	–	284
2017 Q2	$282K	Sell	1,944 -9	-0.5%	-$1.21K	0.03%	332
2017 Q1	$236K	Sell	1,953 -171	-8%	-$19.3K	0.04%	342
2016 Q4	$210K	Buy	+2,124	New	+$198K	0.05%	315
2016 Q1	–	Sell	-20,499	Closed	-$1.83M	–	345
2015 Q4	$1.83M	Buy	+20,499	New	+$1.76M	0.22%	129

Other funds holding IPGP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Simplicity Solutions's IPGP Position: Q3 2017 in Review

Simplicity Solutions sold out of IPG Photonics (IPGP) in Q3 2017, closing a stake of 1,944 shares — an estimated $282K sold.

Simplicity Solutions first reported a position in IPGP in Q4 2015 and held it in 4 quarters. The position peaked at $1.83M in Q4 2015. 418 funds tracked by Wall St. Rank hold IPGP as of Q3 2017.

Simplicity Solutions reported no remaining IPG Photonics position as of Q3 2017 after selling out during the quarter.
Simplicity Solutions sold 1,944 IPG Photonics shares in Q3 2017, an estimated $282K.
Simplicity Solutions first reported a position in IPG Photonics in Q4 2015 and held it in 4 quarters.
Simplicity Solutions's IPG Photonics position peaked at $1.83M in Q4 2015.
418 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.