WMS Partners’s IPG Photonics IPGP Stock Holding History

WMS Partners’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 Q3	–	Sell	-5,441	Closed	-$330K	–	211
2013 Q2	$330K	Buy	+5,441	New	+$332K	0.06%	157

Other funds holding IPGP

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's IPGP Position: Q3 2013 in Review

WMS Partners sold out of IPG Photonics (IPGP) in Q3 2013, closing a stake of 5,441 shares — an estimated $330K sold.

WMS Partners first reported a position in IPGP in Q2 2013 and held it in 1 quarter. The position peaked at $330K in Q2 2013. 187 funds tracked by Wall St. Rank hold IPGP as of Q3 2013.

WMS Partners reported no remaining IPG Photonics position as of Q3 2013 after selling out during the quarter.
WMS Partners sold 5,441 IPG Photonics shares in Q3 2013, an estimated $330K.
WMS Partners first reported a position in IPG Photonics in Q2 2013 and held it in 1 quarter.
WMS Partners's IPG Photonics position peaked at $330K in Q2 2013.
187 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2013.

Based on WMS Partners's 13F filing for Q3 2013, filed 15 Oct 2013.