IWA
IPG

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

IBEX 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
2019
Q3 		– Sell
-4,123
Closed -$93K – 224
2019
Q2 		$93K Buy
+4,123
New +$91.6K 0.03% 173
2017
Q1 		– Sell
-162
Closed -$4K – 217
2016
Q4 		$4K Buy
+162
New +$3.75K ﹤0.01% 394

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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IBEX Wealth Advisors's IPG Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2019, closing a stake of 4,123 shares — an estimated $93K sold.

IBEX Wealth Advisors first reported a position in IPG in Q4 2016 and held it in 2 quarters. The position peaked at $93K in Q2 2019. 500 funds tracked by Wall St. Rank hold IPG as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,123 Interpublic Group of Companies shares in Q3 2019, an estimated $93K.
  • IBEX Wealth Advisors first reported a position in Interpublic Group of Companies in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Interpublic Group of Companies position peaked at $93K in Q2 2019.
  • 500 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.