Willingdon Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Willingdon 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
2019 Q4	–	Sell	-54	Closed	-$1K	–	458
2019 Q3	$1K	Buy	+54	New	+$1.17K	﹤0.01%	427
2018 Q4	–	Sell	-97	Closed	-$2K	–	373
2018 Q3	$2K	Buy	+97	New	+$2.19K	﹤0.01%	369
2018 Q1	–	Sell	-245	Closed	-$5K	–	359
2017 Q4	$5K	Sell	245 -25,622	-99%	-$511K	﹤0.01%	286
2017 Q3	$538K	Buy	+25,867	New	+$563K	0.2%	96

Other funds holding IPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Willingdon Wealth Management's IPG Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2019, closing a stake of 54 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in IPG in Q3 2017 and held it in 4 quarters. The position peaked at $538K in Q3 2017. 532 funds tracked by Wall St. Rank hold IPG as of Q4 2019.

Willingdon Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 54 Interpublic Group of Companies shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in Interpublic Group of Companies in Q3 2017 and held it in 4 quarters.
Willingdon Wealth Management's Interpublic Group of Companies position peaked at $538K in Q3 2017.
532 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.