AIA
IPG

Avalon Investment & Advisory’s Interpublic Group of Companies IPG Stock Holding History

Avalon Investment & Advisory’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
2019
Q2 		– Sell
-14,697
Closed -$309K – 330
2019
Q1 		$309K Sell
14,697
-639,231
-98% -$14.2M 0.01% 293
2018
Q4 		$13.5M Buy
+653,928
New +$14.9M 0.35% 85
2018
Q1 		– Sell
-114,843
Closed -$2.32M – 362
2017
Q4 		$2.32M Buy
+114,843
New +$2.29M 0.07% 193

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Avalon Investment & Advisory's IPG Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of Interpublic Group of Companies (IPG) in Q2 2019, closing a stake of 14,697 shares — an estimated $309K sold.

Avalon Investment & Advisory first reported a position in IPG in Q4 2017 and held it in 3 quarters. The position peaked at $13.5M in Q4 2018. 514 funds tracked by Wall St. Rank hold IPG as of Q2 2019.

  • Avalon Investment & Advisory reported no remaining Interpublic Group of Companies position as of Q2 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 14,697 Interpublic Group of Companies shares in Q2 2019, an estimated $309K.
  • Avalon Investment & Advisory first reported a position in Interpublic Group of Companies in Q4 2017 and held it in 3 quarters.
  • Avalon Investment & Advisory's Interpublic Group of Companies position peaked at $13.5M in Q4 2018.
  • 514 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.