HWP
IPG

Hefty Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

Hefty Wealth Partners’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
Q1 		$1.39M Buy
60,328
+31,355
+108% +$704K 0.89% 34
2017
Q4 		$584K Buy
+28,973
New +$578K 0.36% 70

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hefty Wealth Partners's IPG Position: Q1 2018 in Review

Hefty Wealth Partners increased its Interpublic Group of Companies (IPG) stake by 108% in Q1 2018, buying an estimated $704K and bringing the position to 60,328 shares worth $1.39M. The position accounts for 0.89% of the portfolio, ranked #34.

Hefty Wealth Partners first reported a position in IPG in Q4 2017 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold IPG as of Q1 2018.

  • Hefty Wealth Partners held 60,328 shares of Interpublic Group of Companies worth $1.39M as of Q1 2018.
  • Hefty Wealth Partners bought 31,355 Interpublic Group of Companies shares in Q1 2018, an estimated $704K.
  • Interpublic Group of Companies made up 0.89% of Hefty Wealth Partners's portfolio in Q1 2018, its #34 holding.
  • Hefty Wealth Partners first reported a position in Interpublic Group of Companies in Q4 2017 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.