Apriem Advisors’s International Paper IP Stock Holding History

Apriem 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
2018 Q3	–	Sell	-1,640	Closed	-$81K	–	249
2018 Q2	$81K	Buy	+1,640	New	+$83.8K	0.02%	201
2017 Q2	–	Sell	-3,342	Closed	-$161K	–	325
2017 Q1	$161K	Hold	3,342	–	–	0.04%	139
2016 Q4	$168K	Buy	3,342 +76	+2%	+$3.51K	0.05%	133
2016 Q3	$148K	Hold	3,266	–	–	0.04%	132
2016 Q2	$131K	Sell	3,266 -74	-2%	-$2.94K	0.04%	141
2016 Q1	$130K	Buy	3,340 +74	+2%	+$2.58K	0.05%	123
2015 Q4	$117K	Hold	3,266	–	–	0.04%	124
2015 Q3	$117K	Buy	3,266 +3,167	+3,199%	+$134K	0.04%	127
2015 Q2	$4K	Sell	99 -247	-71%	-$12.2K	﹤0.01%	520
2015 Q1	$18K	Sell	346 -94	-21%	-$4.88K	0.01%	338
2014 Q4	$22K	Hold	440	–	–	0.01%	285
2014 Q3	$20K	Sell	440 -7	-2%	-$322	0.01%	302
2014 Q2	$21K	Hold	447	–	–	0.01%	275
2014 Q1	$19K	Hold	447	–	–	0.01%	306
2013 Q4	$20K	Hold	447	–	–	0.01%	292
2013 Q3	$19K	Sell	447 -83	-16%	-$3.69K	0.01%	290
2013 Q2	$22K	Buy	+530	New	+$22.9K	0.01%	266

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America

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