Capstone Asset Management’s Interpublic Group of Companies IPG Stock Holding History

Capstone Asset 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 Q2	$1M	Sell	40,680 -770	-2%	-$18.8K	0.03%	588
2017 Q1	$1.02M	Sell	41,450 -516	-1%	-$12.4K	0.03%	588
2016 Q4	$982K	Sell	41,966 -48	-0.1%	-$1.11K	0.03%	589
2016 Q3	$939K	Buy	42,014 +904	+2%	+$20.8K	0.03%	606
2016 Q2	$950K	Buy	41,110 +345	+0.8%	+$8.11K	0.03%	596
2016 Q1	$936K	Sell	40,765 -700	-2%	-$15.1K	0.03%	612
2015 Q4	$965K	Buy	41,465 +4,067	+11%	+$91.4K	0.03%	613
2015 Q3	$715K	Buy	37,398 +970	+3%	+$19.4K	0.02%	695
2015 Q2	$702K	Sell	36,428 -3,930	-10%	-$81.6K	0.02%	743
2015 Q1	$893K	Buy	40,358 +1,251	+3%	+$26.6K	0.03%	721
2014 Q4	$812K	Sell	39,107 -1,650	-4%	-$31.7K	0.02%	747
2014 Q3	$747K	Buy	40,757 +460	+1%	+$8.92K	0.03%	749
2014 Q2	$786K	Sell	40,297 -8,226	-17%	-$149K	0.03%	747
2014 Q1	$832K	Sell	48,523 -5,950	-11%	-$102K	0.03%	696
2013 Q4	$964K	Sell	54,473 -16,889	-24%	-$284K	0.03%	664
2013 Q3	$1.23M	Sell	71,362 -571	-0.8%	-$9.21K	0.03%	656
2013 Q2	$1.05M	Buy	+71,933	New	+$1.01M	0.03%	677

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Asset Management's IPG Position: Q2 2017 in Review

Capstone Asset Management reduced its Interpublic Group of Companies (IPG) stake by 1.9% in Q2 2017, selling an estimated $18.8K and leaving 40,680 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #588.

Capstone Asset Management first reported a position in IPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.23M in Q3 2013. 491 funds tracked by Wall St. Rank hold IPG as of Q2 2017.

Capstone Asset Management held 40,680 shares of Interpublic Group of Companies worth $1M as of Q2 2017.
Capstone Asset Management sold 770 Interpublic Group of Companies shares in Q2 2017, an estimated $18.8K.
Interpublic Group of Companies made up 0.03% of Capstone Asset Management's portfolio in Q2 2017, its #588 holding.
Capstone Asset Management first reported a position in Interpublic Group of Companies in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Interpublic Group of Companies position peaked at $1.23M in Q3 2013.
491 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.