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IPG

Caldera Capital’s Interpublic Group of Companies IPG Stock Holding History

Caldera Capital’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
-143,426
Closed -$2.98M – 22
2017
Q3 		$2.98M Sell
143,426
-60,405
-30% -$1.31M 2.47% 11
2017
Q2 		$5.01M Sell
203,831
-212,652
-51% -$5.2M 4.67% 7
2017
Q1 		$10.2M Buy
416,483
+380,037
+1,043% +$9.12M 8.05% 7
2016
Q4 		$853K Buy
+36,446
New +$842K 1.4% 18

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Caldera Capital's IPG Position: Q4 2017 in Review

Caldera Capital sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 143,426 shares — an estimated $2.98M sold.

Caldera Capital first reported a position in IPG in Q4 2016 and held it in 4 quarters. The position peaked at $10.2M in Q1 2017. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Caldera Capital reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Caldera Capital sold 143,426 Interpublic Group of Companies shares in Q4 2017, an estimated $2.98M.
  • Caldera Capital first reported a position in Interpublic Group of Companies in Q4 2016 and held it in 4 quarters.
  • Caldera Capital's Interpublic Group of Companies position peaked at $10.2M in Q1 2017.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Caldera Capital's 13F filing for Q4 2017, filed 13 Feb 2018.