FA
IPG

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

Fortis 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
2018
Q4 		– Sell
-905
Closed -$21K – 313
2018
Q3 		$21K Hold
905
– – 0.01% 252
2018
Q2 		$21K Buy
+905
New +$21.3K 0.01% 247

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fortis Advisors's IPG Position: Q4 2018 in Review

Fortis Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2018, closing a stake of 905 shares — an estimated $21K sold.

Fortis Advisors first reported a position in IPG in Q2 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 510 funds tracked by Wall St. Rank hold IPG as of Q4 2018.

  • Fortis Advisors reported no remaining Interpublic Group of Companies position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 905 Interpublic Group of Companies shares in Q4 2018, an estimated $21K.
  • Fortis Advisors first reported a position in Interpublic Group of Companies in Q2 2018 and held it in 2 quarters.
  • Fortis Advisors's Interpublic Group of Companies position peaked at $21K in Q3 2018.
  • 510 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.