APP
IPG

Avantax Planning Partners’s Interpublic Group of Companies IPG Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-88
Closed -$2K – 731
2018
Q3 		$2K Buy
+88
New +$1.99K ﹤0.01% 1342
2018
Q2 		– Sell
-192
Closed -$4K – 828
2018
Q1 		$4K Buy
+192
New +$4.31K ﹤0.01% 1423

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Avantax Planning Partners's IPG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Interpublic Group of Companies (IPG) in Q4 2018, closing a stake of 88 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in IPG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 510 funds tracked by Wall St. Rank hold IPG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Interpublic Group of Companies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 88 Interpublic Group of Companies shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Interpublic Group of Companies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Interpublic Group of Companies position peaked at $4K in Q1 2018.
  • 510 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.