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United Capital Financial Advisors’s IPG Photonics IPGP Stock Holding History

United Capital Financial 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
2019
Q3 		– Sell
-1,599
Closed -$247K – 1397
2019
Q2 		$247K Buy
+1,599
New +$242K ﹤0.01% 1289
2018
Q1 		– Sell
-1,255
Closed -$270K – 1330
2017
Q4 		$270K Buy
+1,255
New +$266K ﹤0.01% 1148

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's IPGP Position: Q3 2019 in Review

United Capital Financial Advisors sold out of IPG Photonics (IPGP) in Q3 2019, closing a stake of 1,599 shares — an estimated $247K sold.

United Capital Financial Advisors first reported a position in IPGP in Q4 2017 and held it in 2 quarters. The position peaked at $270K in Q4 2017. 410 funds tracked by Wall St. Rank hold IPGP as of Q3 2019.

  • United Capital Financial Advisors reported no remaining IPG Photonics position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,599 IPG Photonics shares in Q3 2019, an estimated $247K.
  • United Capital Financial Advisors first reported a position in IPG Photonics in Q4 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's IPG Photonics position peaked at $270K in Q4 2017.
  • 410 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.