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Transaction Details

Company: Interpublic Group of Companies
Ticker:IPG
Yahoo Beta:1.79
Industry:Advertising agencies

Company Description:  The Interpublic Group of Companies, Inc., is an advertising and marketing services company. The company operates globally.

Purchase Date:20 Apr 2011 Sale Date:26 Oct 2017
Purchase Price:$11.82 Sale Price:$19.65
  --Split Adjusted:$11.82  --Split Adjusted:$19.65
Shares Purchased:250 Shares Sold:250
  --Split Adjusted:250  --Split Adjusted:250
Transaction Fee:$9.99 Transaction Fee:$7.07
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$13.20 High$0.00
Date28 Feb 2011 Date01 Jan 1996
Low$10.20 Low$0.00
Date01 Nov 2010 Date01 Jan 1996
S&P (Purchase Date):$1,328.28 S&P (Sale Date):$2,564.72

Purchase
Timing:  We bought near the midpoint of the six month range.
Reason:  As the global recession ends, we expect an increase in advertising expenditures. Socially responsible qualifications include: Newsweek Top 500 Green Companies, $1.5M in annual contributions, charitable marketing campaigns, and AAF Diversity Award.

Sale
Timing:  We sold following a significant price drop.
Reason:  IPG cut guidance for organic growth and for digital growth, both of which were key to our investment thesis.

S&P Gain: 93.09 % Annualized Gain: 10.77%
Stock Gain: 66.24 % Annualized Gain: 8.22%

Dividends:$680.00
Net Holding Return ($): $2,620.44
Net Holding Return (%): 88.38 %