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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

SVA Wealth Management's IPG Position: Q2 2016 in Review

SVA Wealth Management sold out of Interpublic Group of Companies (IPG) in Q2 2016, closing a stake of 13,000 shares — an estimated $298K sold.

SVA Wealth Management first reported a position in IPG in Q1 2015 and held it in 5 quarters. The position peaked at $303K in Q4 2015. 489 funds tracked by Wall St. Rank hold IPG as of Q2 2016.

  • SVA Wealth Management reported no remaining Interpublic Group of Companies position as of Q2 2016 after selling out during the quarter.
  • SVA Wealth Management sold 13,000 Interpublic Group of Companies shares in Q2 2016, an estimated $298K.
  • SVA Wealth Management first reported a position in Interpublic Group of Companies in Q1 2015 and held it in 5 quarters.
  • SVA Wealth Management's Interpublic Group of Companies position peaked at $303K in Q4 2015.
  • 489 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.