Waldron Private Wealth’s Interpublic Group of Companies IPG Stock Holding History

Waldron Private Wealth’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	-10,684	Closed	-$222K	–	175
2017 Q3	$222K	Hold	10,684	–	–	0.06%	136
2017 Q2	$262K	Buy	+10,684	New	+$261K	0.08%	102
2015 Q3	–	Sell	-10,518	Closed	-$202K	–	146
2015 Q2	$202K	Hold	10,518	–	–	0.08%	113
2015 Q1	$233K	Sell	10,518 -1,559	-13%	-$33.1K	0.09%	107
2014 Q4	$251K	Sell	12,077 -142	-1%	-$2.73K	0.1%	90
2014 Q3	$223K	Sell	12,219 -758	-6%	-$14.7K	0.11%	96
2014 Q2	$253K	Buy	12,977 +2,205	+20%	+$40K	0.12%	94
2014 Q1	$185K	Buy	+10,772	New	+$184K	0.09%	113

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waldron Private Wealth's IPG Position: Q4 2017 in Review

Waldron Private Wealth sold out of Interpublic Group of Companies (IPG) in Q4 2017, closing a stake of 10,684 shares — an estimated $222K sold.

Waldron Private Wealth first reported a position in IPG in Q1 2014 and held it in 8 quarters. The position peaked at $262K in Q2 2017. 461 funds tracked by Wall St. Rank hold IPG as of Q4 2017.

Waldron Private Wealth reported no remaining Interpublic Group of Companies position as of Q4 2017 after selling out during the quarter.
Waldron Private Wealth sold 10,684 Interpublic Group of Companies shares in Q4 2017, an estimated $222K.
Waldron Private Wealth first reported a position in Interpublic Group of Companies in Q1 2014 and held it in 8 quarters.
Waldron Private Wealth's Interpublic Group of Companies position peaked at $262K in Q2 2017.
461 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2017.

Based on Waldron Private Wealth's 13F filing for Q4 2017, filed 26 Jan 2018.