Kaizen Advisory’s Interpublic Group of Companies IPG Stock Holding History

Kaizen Advisory’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	$812K	Sell	39,382 -7,238	-16%	-$165K	0.56%	32
2018 Q3	$1.07M	Buy	46,620 +45,668	+4,797%	+$1.03M	0.56%	40
2018 Q2	$22K	Buy	952 +541	+132%	+$12.7K	0.01%	514
2018 Q1	$9K	Hold	411	–	–	0.01%	508
2017 Q4	$8K	Buy	+411	New	+$8.2K	﹤0.01%	520

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's IPG Position: Q4 2018 in Review

Kaizen Advisory reduced its Interpublic Group of Companies (IPG) stake by 16% in Q4 2018, selling an estimated $165K and leaving 39,382 shares worth $812K. The position accounts for 0.56% of the portfolio, ranked #32.

Kaizen Advisory first reported a position in IPG in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2018. 509 funds tracked by Wall St. Rank hold IPG as of Q4 2018.

Kaizen Advisory held 39,382 shares of Interpublic Group of Companies worth $812K as of Q4 2018.
Kaizen Advisory sold 7,238 Interpublic Group of Companies shares in Q4 2018, an estimated $165K.
Interpublic Group of Companies made up 0.56% of Kaizen Advisory's portfolio in Q4 2018, its #32 holding.
Kaizen Advisory first reported a position in Interpublic Group of Companies in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Interpublic Group of Companies position peaked at $1.07M in Q3 2018.
509 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.