CA
IPG

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

CapWealth 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
2015
Q3 		– Sell
-500
Closed -$10K – 285
2015
Q2 		$10K Hold
500
– – ﹤0.01% 203
2015
Q1 		$11K Buy
+500
New +$10.6K ﹤0.01% 212
2014
Q4 		– Sell
-500
Closed -$9K – 184
2014
Q3 		$9K Hold
500
– – ﹤0.01% 243
2014
Q2 		$10K Hold
500
– – ﹤0.01% 242
2014
Q1 		$9K Hold
500
– – ﹤0.01% 260
2013
Q4 		$9K Hold
500
– – ﹤0.01% 267
2013
Q3 		$9K Hold
500
– – ﹤0.01% 314
2013
Q2 		$7K Buy
+500
New +$7.05K ﹤0.01% 317

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

CapWealth Advisors's IPG Position: Q3 2015 in Review

CapWealth Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2015, closing a stake of 500 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in IPG in Q2 2013 and held it in 8 quarters. The position peaked at $11K in Q1 2015. 411 funds tracked by Wall St. Rank hold IPG as of Q3 2015.

  • CapWealth Advisors reported no remaining Interpublic Group of Companies position as of Q3 2015 after selling out during the quarter.
  • CapWealth Advisors sold 500 Interpublic Group of Companies shares in Q3 2015, an estimated $10K.
  • CapWealth Advisors first reported a position in Interpublic Group of Companies in Q2 2013 and held it in 8 quarters.
  • CapWealth Advisors's Interpublic Group of Companies position peaked at $11K in Q1 2015.
  • 411 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2015.

Based on CapWealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.