SWM
IPG

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

SVA Wealth Management’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
2016
Q2 		– Sell
-13,000
Closed -$298K – 207
2016
Q1 		$298K Hold
13,000
– – 0.05% 167
2015
Q4 		$303K Hold
13,000
– – 0.05% 182
2015
Q3 		$249K Hold
13,000
– – 0.05% 187
2015
Q2 		$251K Hold
13,000
– – 0.05% 188
2015
Q1 		$288K Buy
+13,000
New +$276K 0.05% 181

Other funds holding IPG

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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return