WIL
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Winifred I. Li’s IPG Photonics IPGP Stock Holding History

Winifred I. Li’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
Q4 		$533K Buy
7,116
+1,874
+36% +$133K 0.5% 64
2014
Q3 		$361K Buy
+5,242
New +$353K 0.35% 83

Other funds holding IPGP

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winifred I. Li's IPGP Position: Q4 2014 in Review

Winifred I. Li increased its IPG Photonics (IPGP) stake by 36% in Q4 2014, buying an estimated $133K and bringing the position to 7,116 shares worth $533K. The position accounts for 0.5% of the portfolio, ranked #64.

Winifred I. Li first reported a position in IPGP in Q3 2014 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold IPGP as of Q4 2014.

  • Winifred I. Li held 7,116 shares of IPG Photonics worth $533K as of Q4 2014.
  • Winifred I. Li bought 1,874 IPG Photonics shares in Q4 2014, an estimated $133K.
  • IPG Photonics made up 0.5% of Winifred I. Li's portfolio in Q4 2014, its #64 holding.
  • Winifred I. Li first reported a position in IPG Photonics in Q3 2014 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.