WAS
IPG

WESPAC Advisors SoCal’s Interpublic Group of Companies IPG Stock Holding History

WESPAC Advisors SoCal’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
2018
Q1 		– Sell
-24,325
Closed -$490K – 284
2017
Q4 		$490K Sell
24,325
-1,350
-5% -$26.9K 0.28% 52
2017
Q3 		$533K Sell
25,675
-775
-3% -$16.9K 0.32% 53
2017
Q2 		$650K Buy
26,450
+3,825
+17% +$93.5K 0.42% 37
2017
Q1 		$556K Buy
22,625
+650
+3% +$15.6K 0.34% 48
2016
Q4 		$514K Buy
21,975
+16,750
+321% +$387K 0.33% 48
2016
Q3 		$117K Hold
5,225
– – 0.08% 92
2016
Q2 		$121K Hold
5,225
– – 0.08% 92
2016
Q1 		$120K Hold
5,225
– – 0.09% 84
2015
Q4 		$121K Buy
+5,225
New +$117K 0.08% 92

Other funds holding IPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WESPAC Advisors SoCal's IPG Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of Interpublic Group of Companies (IPG) in Q1 2018, closing a stake of 24,325 shares — an estimated $490K sold.

WESPAC Advisors SoCal first reported a position in IPG in Q4 2015 and held it in 9 quarters. The position peaked at $650K in Q2 2017. 474 funds tracked by Wall St. Rank hold IPG as of Q1 2018.

  • WESPAC Advisors SoCal reported no remaining Interpublic Group of Companies position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 24,325 Interpublic Group of Companies shares in Q1 2018, an estimated $490K.
  • WESPAC Advisors SoCal first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 9 quarters.
  • WESPAC Advisors SoCal's Interpublic Group of Companies position peaked at $650K in Q2 2017.
  • 474 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.