LWM
IPG

Lyons Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Lyons Wealth Management’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
2017
Q4 		– Sell
-30,750
Closed -$637K – 55
2017
Q3 		$637K Buy
+30,750
New +$669K 0.96% 31
2017
Q2 		– Sell
-31,975
Closed -$787K – 60
2017
Q1 		$787K Buy
+31,975
New +$767K 0.83% 29

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lyons Wealth Management's IPG Position: Q4 2017 in Review

Lyons Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 30,750 shares — an estimated $637K sold.

Lyons Wealth Management first reported a position in IPG in Q1 2017 and held it in 2 quarters. The position peaked at $787K in Q1 2017. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Lyons Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 30,750 Interpublic Group of Companies shares in Q4 2017, an estimated $637K.
  • Lyons Wealth Management first reported a position in Interpublic Group of Companies in Q1 2017 and held it in 2 quarters.
  • Lyons Wealth Management's Interpublic Group of Companies position peaked at $787K in Q1 2017.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.