HFP
IPG

Holistic Financial Partners’s Interpublic Group of Companies IPG Stock Holding History

Holistic Financial 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
Q2 		– Sell
-249
Closed -$6K – 193
2018
Q1 		$6K Hold
249
– – 0.01% 358
2017
Q4 		$5K Buy
+249
New +$4.96K ﹤0.01% 378

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Holistic Financial Partners's IPG Position: Q2 2018 in Review

Holistic Financial Partners sold out of Interpublic Group of Companies (IPG) in Q2 2018, closing a stake of 249 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in IPG in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 460 funds tracked by Wall St. Rank hold IPG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Interpublic Group of Companies position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 249 Interpublic Group of Companies shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in Interpublic Group of Companies in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Interpublic Group of Companies position peaked at $6K in Q1 2018.
  • 460 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.