BHWM
IPG

Bar Harbor Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Bar Harbor Wealth Management’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
-11,693
Closed -$243K – 318
2017
Q3 		$243K Sell
11,693
-200
-2% -$4.35K 0.03% 272
2017
Q2 		$293K Hold
11,893
– – 0.04% 250
2017
Q1 		$292K Buy
11,893
+425
+4% +$10.2K 0.03% 258
2016
Q4 		$269K Buy
+11,468
New +$265K 0.03% 306

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

Bar Harbor Wealth Management's IPG Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 11,693 shares — an estimated $243K sold.

Bar Harbor Wealth Management first reported a position in IPG in Q4 2016 and held it in 4 quarters. The position peaked at $293K in Q2 2017. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Bar Harbor Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 11,693 Interpublic Group of Companies shares in Q4 2017, an estimated $243K.
  • Bar Harbor Wealth Management first reported a position in Interpublic Group of Companies in Q4 2016 and held it in 4 quarters.
  • Bar Harbor Wealth Management's Interpublic Group of Companies position peaked at $293K in Q2 2017.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.