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Simply Money Advisors’s IPG Photonics IPGP Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-200
Closed -$11K – 116
2013
Q3 		$11K Hold
200
– – ﹤0.01% 60
2013
Q2 		$12K Buy
+200
New +$12.2K ﹤0.01% 144

Other funds holding IPGP

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simply Money Advisors's IPGP Position: Q4 2013 in Review

Simply Money Advisors sold out of IPG Photonics (IPGP) in Q4 2013, closing a stake of 200 shares — an estimated $11K sold.

Simply Money Advisors first reported a position in IPGP in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 214 funds tracked by Wall St. Rank hold IPGP as of Q4 2013.

  • Simply Money Advisors reported no remaining IPG Photonics position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 200 IPG Photonics shares in Q4 2013, an estimated $11K.
  • Simply Money Advisors first reported a position in IPG Photonics in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's IPG Photonics position peaked at $12K in Q2 2013.
  • 214 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.