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Waverly Advisors’s IPG Photonics IPGP Stock Holding History

Waverly 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
2015
Q4 		– Sell
-309
Closed -$23K – 257
2015
Q3 		$23K Buy
+309
New +$26.2K 0.02% 243
2015
Q2 		– Sell
-90
Closed -$8K – 378
2015
Q1 		$8K Hold
90
– – ﹤0.01% 282
2014
Q4 		$7K Hold
90
– – ﹤0.01% 351
2014
Q3 		$6K Hold
90
– – ﹤0.01% 587
2014
Q2 		$6K Hold
90
– – ﹤0.01% 551
2014
Q1 		$6K Hold
90
– – ﹤0.01% 515
2013
Q4 		$7K Buy
+90
New +$6.12K ﹤0.01% 616

Other funds holding IPGP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's IPGP Position: Q4 2015 in Review

Waverly Advisors sold out of IPG Photonics (IPGP) in Q4 2015, closing a stake of 309 shares — an estimated $23K sold.

Waverly Advisors first reported a position in IPGP in Q4 2013 and held it in 7 quarters. The position peaked at $23K in Q3 2015. 310 funds tracked by Wall St. Rank hold IPGP as of Q4 2015.

  • Waverly Advisors reported no remaining IPG Photonics position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 309 IPG Photonics shares in Q4 2015, an estimated $23K.
  • Waverly Advisors first reported a position in IPG Photonics in Q4 2013 and held it in 7 quarters.
  • Waverly Advisors's IPG Photonics position peaked at $23K in Q3 2015.
  • 310 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.