MWM
IPG

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

MorganRosel 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
2019
Q2 		– Sell
-31,095
Closed -$653K – 74
2019
Q1 		$653K Buy
31,095
+6,592
+27% +$147K 0.55% 50
2018
Q4 		$505K Buy
+24,503
New +$560K 0.52% 48

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

MorganRosel Wealth Management's IPG Position: Q2 2019 in Review

MorganRosel Wealth Management sold out of Interpublic Group of Companies (IPG) in Q2 2019, closing a stake of 31,095 shares — an estimated $653K sold.

MorganRosel Wealth Management first reported a position in IPG in Q4 2018 and held it in 2 quarters. The position peaked at $653K in Q1 2019. 514 funds tracked by Wall St. Rank hold IPG as of Q2 2019.

  • MorganRosel Wealth Management reported no remaining Interpublic Group of Companies position as of Q2 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 31,095 Interpublic Group of Companies shares in Q2 2019, an estimated $653K.
  • MorganRosel Wealth Management first reported a position in Interpublic Group of Companies in Q4 2018 and held it in 2 quarters.
  • MorganRosel Wealth Management's Interpublic Group of Companies position peaked at $653K in Q1 2019.
  • 514 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2019.

Based on MorganRosel Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.