FMWA
IPG

Forvis Mazars Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Forvis Mazars Wealth 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
2016
Q3 		– Sell
-10,067
Closed -$233K – 191
2016
Q2 		$233K Buy
10,067
+203
+2% +$4.77K 0.03% 169
2016
Q1 		$226K Buy
9,864
+923
+10% +$20K 0.04% 168
2015
Q4 		$208K Buy
+8,941
New +$201K 0.03% 180

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IPG Position: Q3 2016 in Review

Forvis Mazars Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2016, closing a stake of 10,067 shares — an estimated $233K sold.

Forvis Mazars Wealth Advisors first reported a position in IPG in Q4 2015 and held it in 3 quarters. The position peaked at $233K in Q2 2016. 460 funds tracked by Wall St. Rank hold IPG as of Q3 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q3 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 10,067 Interpublic Group of Companies shares in Q3 2016, an estimated $233K.
  • Forvis Mazars Wealth Advisors first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Interpublic Group of Companies position peaked at $233K in Q2 2016.
  • 460 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.