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Aris Wealth Services’s International Paper IP Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-454
Closed -$20K – 437
2015
Q2 		$20K Buy
454
+10
+2% +$496 0.02% 316
2015
Q1 		$23K Buy
+444
New +$23K 0.02% 304

Other funds holding IP

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's IP Position: Q3 2015 in Review

Aris Wealth Services sold out of International Paper (IP) in Q3 2015, closing a stake of 454 shares — an estimated $20K sold.

Aris Wealth Services first reported a position in IP in Q1 2015 and held it in 2 quarters. The position peaked at $23K in Q1 2015. 704 funds tracked by Wall St. Rank hold IP as of Q3 2015.

  • Aris Wealth Services reported no remaining International Paper position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 454 International Paper shares in Q3 2015, an estimated $20K.
  • Aris Wealth Services first reported a position in International Paper in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's International Paper position peaked at $23K in Q1 2015.
  • 704 funds tracked by Wall St. Rank held International Paper as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.