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Alera Investment Advisors’s International Paper IP Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-184
Closed -$8K – 524
2019
Q1 		$8K Sell
184
-2
-1% -$87 ﹤0.01% 519
2018
Q4 		$7K Buy
+186
New +$7.81K ﹤0.01% 521

Other funds holding IP

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's IP Position: Q2 2019 in Review

Alera Investment Advisors sold out of International Paper (IP) in Q2 2019, closing a stake of 184 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in IP in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • Alera Investment Advisors reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 184 International Paper shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in International Paper in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's International Paper position peaked at $8K in Q1 2019.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.