W
IPG

Wealthfront’s Interpublic Group of Companies IPG Stock Holding History

Wealthfront’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
Q3 		– Sell
-9,497
Closed -$234K – 506
2017
Q2 		$234K Sell
9,497
-208
-2% -$5.08K ﹤0.01% 423
2017
Q1 		$238K Buy
9,705
+386
+4% +$9.26K ﹤0.01% 383
2016
Q4 		$218K Buy
9,319
+272
+3% +$6.29K ﹤0.01% 361
2016
Q3 		$202K Sell
9,047
-721
-7% -$16.6K ﹤0.01% 365
2016
Q2 		$226K Buy
9,768
+638
+7% +$15K 0.01% 319
2016
Q1 		$210K Buy
9,130
+194
+2% +$4.19K 0.01% 312
2015
Q4 		$208K Buy
8,936
+554
+7% +$12.4K 0.01% 286
2015
Q3 		$160K Buy
8,382
+509
+6% +$10.2K 0.01% 316
2015
Q2 		$152K Sell
7,873
-1,284
-14% -$26.6K 0.01% 319
2015
Q1 		$203K Buy
9,157
+1,683
+23% +$35.7K 0.01% 243
2014
Q4 		$155K Buy
7,474
+5,643
+308% +$109K 0.01% 269
2014
Q3 		$34K Sell
1,831
-28
-2% -$543 ﹤0.01% 469
2014
Q2 		$36K Buy
1,859
+942
+103% +$17.1K ﹤0.01% 422
2014
Q1 		$16K Buy
+917
New +$15.7K ﹤0.01% 463

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return