U
IPGP icon

UBS’s IPG Photonics IPGP Stock Holding History

UBS’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
2014
Q3 		$110K Buy
1,600
+100
+7% +$6.74K ﹤0.01% 5877
2014
Q2 		$103K Buy
1,500
+1,000
+200% +$67.4K ﹤0.01% 5906
2014
Q1 		$36K Sell
500
-4,300
-90% -$302K ﹤0.01% 7280
2013
Q4 		$373K Buy
4,800
+2,200
+85% +$150K ﹤0.01% 4622
2013
Q3 		$147K Buy
2,600
+1,100
+73% +$64.3K ﹤0.01% 5559
2013
Q2 		$91K Buy
+1,500
New +$91.6K ﹤0.01% 6024

Other funds holding IPGP

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS's IPGP Position: Q3 2014 in Review

UBS reduced its IPG Photonics (IPGP) stake by 27% in Q3 2014, selling an estimated $553K and leaving 21,645 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

UBS first reported a position in IPGP in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.05M in Q2 2014. 218 funds tracked by Wall St. Rank hold IPGP as of Q3 2014.

  • UBS held 21,645 shares of IPG Photonics worth $1.49M as of Q3 2014.
  • UBS sold 8,209 IPG Photonics shares in Q3 2014, an estimated $553K.
  • IPG Photonics made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3193 holding.
  • UBS first reported a position in IPG Photonics in Q2 2013 and has held it in 6 quarters since.
  • UBS's IPG Photonics position peaked at $2.05M in Q2 2014.
  • 218 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.