Asset Planning Services (Pennsylvania)’s International Paper IP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017 Q4	–	Sell	-972	Closed	-$52K	–	287
2017 Q3	$52K	Hold	972	–	–	0.03%	138
2017 Q2	$52K	Hold	972	–	–	0.03%	135
2017 Q1	$47K	Hold	972	–	–	0.03%	148
2016 Q4	$49K	Hold	972	–	–	0.04%	135
2016 Q3	$44K	Sell	972 -319	-25%	-$14.1K	0.04%	131
2016 Q2	$52K	Hold	1,291	–	–	0.05%	133
2016 Q1	$50K	Hold	1,291	–	–	0.05%	137
2015 Q4	$46K	Buy	1,291 +3	+0.2%	+$115	0.04%	108
2015 Q3	$46K	Buy	1,288 +316	+33%	+$13.4K	0.05%	102
2015 Q2	$44K	Buy	+972	New	+$48.2K	0.04%	121

Other funds holding IP

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

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

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

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

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

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

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

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

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IP Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of International Paper (IP) in Q4 2017, closing a stake of 972 shares — an estimated $52K sold.

Asset Planning Services (Pennsylvania) first reported a position in IP in Q2 2015 and held it in 10 quarters. The position peaked at $52K in Q3 2017. 896 funds tracked by Wall St. Rank hold IP as of Q4 2017.

Asset Planning Services (Pennsylvania) reported no remaining International Paper position as of Q4 2017 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 972 International Paper shares in Q4 2017, an estimated $52K.
Asset Planning Services (Pennsylvania) first reported a position in International Paper in Q2 2015 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s International Paper position peaked at $52K in Q3 2017.
896 funds tracked by Wall St. Rank held International Paper as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.