SNT
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Security National Trust’s Interpublic Group of Companies IPG Stock Holding History

Security National Trust’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
-264
Closed -$5K – 394
2017
Q3 		$5K Buy
+264
New +$5.74K ﹤0.01% 372

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 $3.38T AUM 44.17% 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
Ariel Investments
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

Security National Trust's IPG Position: Q4 2017 in Review

Security National Trust sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 264 shares — an estimated $5K sold.

Security National Trust first reported a position in IPG in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

  • Security National Trust reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
  • Security National Trust sold 264 Interpublic Group of Companies shares in Q4 2017, an estimated $5K.
  • Security National Trust first reported a position in Interpublic Group of Companies in Q3 2017 and held it in 1 quarter.
  • Security National Trust's Interpublic Group of Companies position peaked at $5K in Q3 2017.
  • 461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.