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Advisor Group’s International Paper IP Stock Holding History

Advisor Group’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.13M Buy
94,790
+16,800
+22% +$705K 0.03% 482
2019
Q3 		$3.09M Sell
77,990
-33,698
-30% -$1.32M 0.02% 596
2019
Q2 		$4.58M Buy
111,688
+6,331
+6% +$268K 0.04% 420
2019
Q1 		$4.62M Buy
105,357
+24,756
+31% +$1.07M 0.04% 394
2018
Q4 		$3.08M Buy
80,601
+10,257
+15% +$431K 0.03% 463
2018
Q3 		$3.27M Buy
70,344
+21,310
+43% +$1.06M 0.03% 463
2018
Q2 		$2.42M Sell
49,034
-4,666
-9% -$238K 0.03% 481
2018
Q1 		$2.72M Buy
53,700
+1,982
+4% +$110K 0.04% 441
2017
Q4 		$2.84M Buy
51,718
+8,159
+19% +$438K 0.04% 429
2017
Q3 		$2.34M Buy
43,559
+1,903
+5% +$100K 0.04% 455
2017
Q2 		$2.23M Sell
41,656
-1,378
-3% -$69.6K 0.04% 442
2017
Q1 		$2.07M Sell
43,034
-4,886
-10% -$245K 0.04% 449
2016
Q4 		$2.41M Buy
47,920
+1,895
+4% +$87.6K 0.05% 372
2016
Q3 		$2.09M Buy
46,025
+6,178
+16% +$272K 0.05% 392
2016
Q2 		$1.6M Buy
+39,847
New +$1.58M 0.04% 446

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's IP Position: Q4 2019 in Review

Advisor Group increased its International Paper (IP) stake by 22% in Q4 2019, buying an estimated $705K and bringing the position to 94,790 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #482.

Advisor Group first reported a position in IP in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.62M in Q1 2019. 873 funds tracked by Wall St. Rank hold IP as of Q4 2019.

  • Advisor Group held 94,790 shares of International Paper worth $4.13M as of Q4 2019.
  • Advisor Group bought 16,800 International Paper shares in Q4 2019, an estimated $705K.
  • International Paper made up 0.03% of Advisor Group's portfolio in Q4 2019, its #482 holding.
  • Advisor Group first reported a position in International Paper in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's International Paper position peaked at $4.62M in Q1 2019.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.