AWMS
IPG

Advocacy Wealth Management Services’s Interpublic Group of Companies IPG Stock Holding History

Advocacy Wealth Management Services’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-174
Closed -$4K – 237
2017
Q3 		$4K Hold
174
– – ﹤0.01% 246
2017
Q2 		$4K Hold
174
– – ﹤0.01% 245
2017
Q1 		$4K Hold
174
– – ﹤0.01% 271
2016
Q4 		$4K Sell
174
-800
-82% -$18.5K ﹤0.01% 258
2016
Q3 		$22K Buy
974
+100
+11% +$2.3K 0.01% 199
2016
Q2 		$20K Sell
874
-138
-14% -$3.24K 0.01% 237
2016
Q1 		$23K Buy
+1,012
New +$21.9K 0.02% 273

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advocacy Wealth Management Services's IPG Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 174 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in IPG in Q1 2016 and held it in 7 quarters. The position peaked at $23K in Q1 2016. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 174 Interpublic Group of Companies shares in Q4 2017, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Interpublic Group of Companies in Q1 2016 and held it in 7 quarters.
  • Advocacy Wealth Management Services's Interpublic Group of Companies position peaked at $23K in Q1 2016.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.