SFM
Stack Financial Management’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-755,517
| Closed | -$18.6M | – | 53 |
|
|
2017
Q2 | $18.6M | Sell |
755,517
-2,051
| -0.3% | -$50.5K | 1.93% | 18 |
|
|
2017
Q1 | $18.6M | Buy |
757,568
+3,064
| +0.4% | +$75.3K | 1.97% | 19 |
|
|
2016
Q4 | $17.7M | Sell |
754,504
-7,701
| -1% | -$180K | 1.96% | 18 |
|
|
2016
Q3 | $17M | Buy |
762,205
+13,314
| +2% | +$298K | 1.99% | 19 |
|
|
2016
Q2 | $17.3M | Sell |
748,891
-5,962
| -0.8% | -$138K | 2.2% | 16 |
|
|
2016
Q1 | $17.3M | Sell |
754,853
-7,991
| -1% | -$183K | 2.1% | 16 |
|
|
2015
Q4 | $17.8M | Sell |
762,844
-6,221
| -0.8% | -$145K | 2.25% | 18 |
|
|
2015
Q3 | $14.7M | Sell |
769,065
-1,116
| -0.1% | -$21.3K | 2.06% | 20 |
|
|
2015
Q2 | $14.8M | Buy |
770,181
+4,693
| +0.6% | +$90.4K | 1.8% | 23 |
|
|
2015
Q1 | $16.9M | Sell |
765,488
-381
| -0% | -$8.43K | 2.04% | 19 |
|
|
2014
Q4 | $15.9M | Buy |
765,869
+2,029
| +0.3% | +$42.1K | 1.84% | 22 |
|
|
2014
Q3 | $14M | Buy |
763,840
+7,359
| +1% | +$135K | 1.78% | 26 |
|
|
2014
Q2 | $14.8M | Buy |
756,481
+8,725
| +1% | +$170K | 1.8% | 26 |
|
|
2014
Q1 | $12.8M | Sell |
747,756
-32,398
| -4% | -$555K | 1.64% | 27 |
|
|
2013
Q4 | $13.8M | Buy |
780,154
+3,819
| +0.5% | +$67.6K | 1.83% | 24 |
|
|
2013
Q3 | $13.3M | Buy |
776,335
+3,574
| +0.5% | +$61.4K | 1.92% | 24 |
|
|
2013
Q2 | $11.2M | Buy |
+772,761
| New | +$11.2M | 1.61% | 30 |
|