CFA
IPG

Camarda Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History

Camarda Financial 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
Q3 		– Sell
-65,910
Closed -$1.62M – 224
2017
Q2 		$1.62M Buy
65,910
+508
+0.8% +$12.4K 1.73% 17
2017
Q1 		$1.61M Buy
65,402
+8,749
+15% +$210K 1.57% 23
2016
Q4 		$1.33M Sell
56,653
-2,685
-5% -$62.1K 0.9% 50
2016
Q3 		$1.33M Buy
59,338
+3,544
+6% +$81.5K 0.81% 55
2016
Q2 		$1.29M Sell
55,794
-2,602
-4% -$61.1K 0.82% 49
2016
Q1 		$1.34M Sell
58,396
-9,130
-14% -$197K 0.83% 37
2015
Q4 		$1.57M Buy
67,526
+3,234
+5% +$72.7K 0.96% 28
2015
Q3 		$1.23M Buy
+64,292
New +$1.28M 0.77% 47

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return