Alpha Cubed Investments’s International Paper IP Stock Holding History

Alpha Cubed Investments’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
2018 Q1	–	Sell	-3,981	Closed	-$218K	–	231
2017 Q4	$218K	Sell	3,981 -299	-7%	-$16.1K	0.03%	218
2017 Q3	$230K	Buy	4,280 +19	+0.4%	+$999	0.03%	198
2017 Q2	$228K	Buy	+4,261	New	+$215K	0.04%	181
2015 Q2	–	Sell	-4,571	Closed	-$240K	–	187
2015 Q1	$240K	Buy	+4,571	New	+$237K	0.07%	157
2014 Q4	–	Sell	-18,914	Closed	-$855K	–	147
2014 Q3	$855K	Buy	18,914 +7,444	+65%	+$343K	0.4%	80
2014 Q2	$541K	Buy	11,470 +3,956	+53%	+$173K	0.24%	111
2014 Q1	$322K	Buy	+7,514	New	+$334K	0.17%	139

Other funds holding IP

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Alpha Cubed Investments's IP Position: Q1 2018 in Review

Alpha Cubed Investments sold out of International Paper (IP) in Q1 2018, closing a stake of 3,981 shares — an estimated $218K sold.

Alpha Cubed Investments first reported a position in IP in Q1 2014 and held it in 7 quarters. The position peaked at $855K in Q3 2014. 887 funds tracked by Wall St. Rank hold IP as of Q1 2018.

Alpha Cubed Investments reported no remaining International Paper position as of Q1 2018 after selling out during the quarter.
Alpha Cubed Investments sold 3,981 International Paper shares in Q1 2018, an estimated $218K.
Alpha Cubed Investments first reported a position in International Paper in Q1 2014 and held it in 7 quarters.
Alpha Cubed Investments's International Paper position peaked at $855K in Q3 2014.
887 funds tracked by Wall St. Rank held International Paper as of Q1 2018.

Based on Alpha Cubed Investments's 13F filing for Q1 2018, filed 9 May 2018.