SMFS
IPG

Squar Milner Financial Services’s Interpublic Group of Companies IPG Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-64
Closed -$1K – 819
2019
Q4 		$1K Buy
+64
New +$1.41K ﹤0.01% 793
2018
Q3 		– Sell
-300
Closed -$7K – 813
2018
Q2 		$7K Buy
+300
New +$7.05K 0.01% 648

Other funds holding IPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Squar Milner Financial Services's IPG Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Interpublic Group of Companies (IPG) in Q1 2020, closing a stake of 64 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in IPG in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 494 funds tracked by Wall St. Rank hold IPG as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Interpublic Group of Companies position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 64 Interpublic Group of Companies shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Interpublic Group of Companies in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Interpublic Group of Companies position peaked at $7K in Q2 2018.
  • 494 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.