YorkBridge Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-100	Closed	-$2K	–	404
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	705
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	703
2018 Q4	$2K	Sell	100 -600	-86%	-$13.7K	﹤0.01%	685
2018 Q3	$16K	Sell	700 -260	-27%	-$5.88K	0.01%	561
2018 Q2	$23K	Hold	960	–	–	0.01%	501
2018 Q1	$22K	Hold	960	–	–	0.01%	497
2017 Q4	$20K	Buy	960 +860	+860%	+$17.1K	0.01%	516
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	785
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	740
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	765
2016 Q4	$2K	Buy	+100	New	+$2.31K	﹤0.01%	755

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

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 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

YorkBridge Wealth Partners's IPG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Interpublic Group of Companies (IPG) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in IPG in Q4 2016 and held it in 11 quarters. The position peaked at $23K in Q2 2018. 500 funds tracked by Wall St. Rank hold IPG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Interpublic Group of Companies position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 Interpublic Group of Companies shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Interpublic Group of Companies in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Interpublic Group of Companies position peaked at $23K in Q2 2018.
500 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.