RA
IPG

Rational Advisors’s Interpublic Group of Companies IPG Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-109
Closed -$2K – 406
2020
Q3 		$2K Sell
109
-15
-12% -$268 ﹤0.01% 477
2020
Q2 		$2K Buy
+124
New +$2.04K ﹤0.01% 477
2020
Q1 		– Sell
-465
Closed -$11K – 339
2019
Q4 		$11K Sell
465
-424
-48% -$9.32K 0.01% 446
2019
Q3 		$19K Sell
889
-155
-15% -$3.35K 0.01% 459
2019
Q2 		$24K Buy
1,044
+379
+57% +$8.42K 0.01% 424
2019
Q1 		$14K Buy
665
+535
+412% +$11.9K ﹤0.01% 408
2018
Q4 		$3K Sell
130
-1,493
-92% -$34.1K ﹤0.01% 454
2018
Q3 		$37K Buy
1,623
+1,426
+724% +$32.3K 0.01% 314
2018
Q2 		$5K Buy
197
+108
+121% +$2.54K ﹤0.01% 392
2018
Q1 		$2K Buy
+89
New +$2K ﹤0.01% 470
2016
Q3 		– Sell
-31,500
Closed -$728K – 289
2016
Q2 		$728K Buy
+31,500
New +$740K 0.51% 51
2015
Q3 		$3K Hold
162
– – ﹤0.01% 444
2015
Q2 		$3K Hold
162
– – ﹤0.01% 463
2015
Q1 		$4K Sell
162
-108
-40% -$2.29K ﹤0.01% 444
2014
Q4 		$6K Buy
+270
New +$5.19K ﹤0.01% 490
2013
Q4 		$7K Sell
405
-27
-6% -$455 ﹤0.01% 833
2013
Q3 		$7K Hold
432
– – ﹤0.01% 858
2013
Q2 		$6K Buy
+432
New +$6.09K ﹤0.01% 870

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rational Advisors's IPG Position: Q4 2020 in Review

Rational Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2020, closing a stake of 109 shares — an estimated $2K sold.

Rational Advisors first reported a position in IPG in Q2 2013 and held it in 18 quarters. The position peaked at $728K in Q2 2016. 565 funds tracked by Wall St. Rank hold IPG as of Q4 2020.

  • Rational Advisors reported no remaining Interpublic Group of Companies position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 109 Interpublic Group of Companies shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in Interpublic Group of Companies in Q2 2013 and held it in 18 quarters.
  • Rational Advisors's Interpublic Group of Companies position peaked at $728K in Q2 2016.
  • 565 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.