MFW
IPG

Mosaic Family Wealth’s Interpublic Group of Companies IPG Stock Holding History

Mosaic Family Wealth’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
-213
Closed -$4K – 796
2017
Q3 		$4K Hold
213
– – ﹤0.01% 748
2017
Q2 		$5K Hold
213
– – ﹤0.01% 579
2017
Q1 		$5K Buy
213
+48
+29% +$1.15K ﹤0.01% 572
2016
Q4 		$4K Hold
165
– – ﹤0.01% 591
2016
Q3 		$4K Sell
165
-238
-59% -$5.47K ﹤0.01% 608
2016
Q2 		$10K Sell
403
-65
-14% -$1.53K ﹤0.01% 530
2016
Q1 		$10K Hold
468
– – ﹤0.01% 528
2015
Q4 		$10K Buy
+468
New +$10.5K ﹤0.01% 528

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mosaic Family Wealth's IPG Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 213 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in IPG in Q4 2015 and held it in 8 quarters. The position peaked at $10K in Q2 2016. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 213 Interpublic Group of Companies shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's Interpublic Group of Companies position peaked at $10K in Q2 2016.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.