BA
IPG

Broadview Advisors’s Interpublic Group of Companies IPG Stock Holding History

Broadview Advisors’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
Q1 		– Sell
-104,500
Closed -$2.45M – 105
2016
Q4 		$2.45M Sell
104,500
-139,400
-57% -$3.22M 0.33% 72
2016
Q3 		$5.45M Buy
243,900
+21,600
+10% +$497K 0.77% 56
2016
Q2 		$5.13M Buy
222,300
+500
+0.2% +$11.8K 0.77% 56
2016
Q1 		$5.09M Buy
221,800
+500
+0.2% +$10.8K 0.73% 55
2015
Q4 		$5.15M Sell
221,300
-10,250
-4% -$230K 0.73% 53
2015
Q3 		$4.43M Sell
231,550
-133,500
-37% -$2.67M 0.61% 55
2015
Q2 		$7.04M Sell
365,050
-255,150
-41% -$5.3M 0.74% 59
2015
Q1 		$13.7M Sell
620,200
-189,100
-23% -$4.01M 1.36% 31
2014
Q4 		$16.8M Sell
809,300
-99,800
-11% -$1.92M 1.71% 19
2014
Q3 		$16.7M Sell
909,100
-115,850
-11% -$2.25M 1.82% 17
2014
Q2 		$20M Buy
1,024,950
+206,200
+25% +$3.74M 1.94% 10
2014
Q1 		$14M Buy
818,750
+253,325
+45% +$4.33M 1.4% 25
2013
Q4 		$10M Buy
565,425
+282,425
+100% +$4.76M 1.08% 45
2013
Q3 		$4.86M Sell
283,000
-231,350
-45% -$3.73M 0.56% 66
2013
Q2 		$7.48M Buy
+514,350
New +$7.25M 1.05% 44

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Broadview Advisors's IPG Position: Q1 2017 in Review

Broadview Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2017, closing a stake of 104,500 shares — an estimated $2.45M sold.

Broadview Advisors first reported a position in IPG in Q2 2013 and held it in 15 quarters. The position peaked at $20M in Q2 2014. 510 funds tracked by Wall St. Rank hold IPG as of Q1 2017.

  • Broadview Advisors reported no remaining Interpublic Group of Companies position as of Q1 2017 after selling out during the quarter.
  • Broadview Advisors sold 104,500 Interpublic Group of Companies shares in Q1 2017, an estimated $2.45M.
  • Broadview Advisors first reported a position in Interpublic Group of Companies in Q2 2013 and held it in 15 quarters.
  • Broadview Advisors's Interpublic Group of Companies position peaked at $20M in Q2 2014.
  • 510 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2017.

Based on Broadview Advisors's 13F filing for Q1 2017, filed 12 May 2017.