BDF
IPG

Balasa Dinverno & Foltz’s Interpublic Group of Companies IPG Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		– Sell
-8,763
Closed -$205K – 245
2018
Q2 		$205K Sell
8,763
-2,423
-22% -$57K 0.03% 214
2018
Q1 		$258K Buy
+11,186
New +$251K 0.04% 185

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balasa Dinverno & Foltz's IPG Position: Q3 2018 in Review

Balasa Dinverno & Foltz sold out of Interpublic Group of Companies (IPG) in Q3 2018, closing a stake of 8,763 shares — an estimated $205K sold.

Balasa Dinverno & Foltz first reported a position in IPG in Q1 2018 and held it in 2 quarters. The position peaked at $258K in Q1 2018. 471 funds tracked by Wall St. Rank hold IPG as of Q3 2018.

  • Balasa Dinverno & Foltz reported no remaining Interpublic Group of Companies position as of Q3 2018 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 8,763 Interpublic Group of Companies shares in Q3 2018, an estimated $205K.
  • Balasa Dinverno & Foltz first reported a position in Interpublic Group of Companies in Q1 2018 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Interpublic Group of Companies position peaked at $258K in Q1 2018.
  • 471 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2018.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2018, filed 24 Oct 2018.