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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$1.19M Buy
52,618
+32,086
+156% +$720K 1.22% 30
2017
Q4
$408K Buy
+20,532
New +$409K 0.4% 68

Other funds holding IPG

Oak Point Wealth Management's IPG Position: Q1 2018 in Review

Oak Point Wealth Management increased its Interpublic Group of Companies (IPG) stake by 156% in Q1 2018, buying an estimated $720K and bringing the position to 52,618 shares worth $1.19M. The position accounts for 1.22% of the portfolio, ranked #30.

Oak Point Wealth Management first reported a position in IPG in Q4 2017 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold IPG as of Q1 2018.

  • Oak Point Wealth Management held 52,618 shares of Interpublic Group of Companies worth $1.19M as of Q1 2018.
  • Oak Point Wealth Management bought 32,086 Interpublic Group of Companies shares in Q1 2018, an estimated $720K.
  • Interpublic Group of Companies made up 1.22% of Oak Point Wealth Management's portfolio in Q1 2018, its #30 holding.
  • Oak Point Wealth Management first reported a position in Interpublic Group of Companies in Q4 2017 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.