WCP
IPG

Welch Capital Partners’s Interpublic Group of Companies IPG Stock Holding History

Welch Capital Partners’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
2014
Q4 		– Sell
-623,769
Closed -$11.4M – 37
2014
Q3 		$11.4M Buy
623,769
+313,460
+101% +$6.08M 3.75% 12
2014
Q2 		$6.05M Buy
+310,309
New +$5.63M 2.13% 23

Other funds holding IPG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch Capital Partners's IPG Position: Q4 2014 in Review

Welch Capital Partners sold out of Interpublic Group of Companies (IPG) in Q4 2014, closing a stake of 623,769 shares — an estimated $11.4M sold.

Welch Capital Partners first reported a position in IPG in Q2 2014 and held it in 2 quarters. The position peaked at $11.4M in Q3 2014. 386 funds tracked by Wall St. Rank hold IPG as of Q4 2014.

  • Welch Capital Partners reported no remaining Interpublic Group of Companies position as of Q4 2014 after selling out during the quarter.
  • Welch Capital Partners sold 623,769 Interpublic Group of Companies shares in Q4 2014, an estimated $11.4M.
  • Welch Capital Partners first reported a position in Interpublic Group of Companies in Q2 2014 and held it in 2 quarters.
  • Welch Capital Partners's Interpublic Group of Companies position peaked at $11.4M in Q3 2014.
  • 386 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2014.

Based on Welch Capital Partners's 13F filing for Q4 2014, filed 9 Feb 2015.