BIM
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Beach Investment Management’s International Paper IP Stock Holding History

Beach Investment Management’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
Q2 		– Sell
-14,288
Closed -$723K – 45
2018
Q1 		$723K Sell
14,288
-7,582
-35% -$421K 1.17% 33
2017
Q4 		$1.2M Hold
21,870
– – 1.84% 21
2017
Q3 		$1.18M Buy
+21,870
New +$1.15M 2.05% 21

Other funds holding IP

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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

Beach Investment Management's IP Position: Q2 2018 in Review

Beach Investment Management sold out of International Paper (IP) in Q2 2018, closing a stake of 14,288 shares — an estimated $723K sold.

Beach Investment Management first reported a position in IP in Q3 2017 and held it in 3 quarters. The position peaked at $1.2M in Q4 2017. 882 funds tracked by Wall St. Rank hold IP as of Q2 2018.

  • Beach Investment Management reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
  • Beach Investment Management sold 14,288 International Paper shares in Q2 2018, an estimated $723K.
  • Beach Investment Management first reported a position in International Paper in Q3 2017 and held it in 3 quarters.
  • Beach Investment Management's International Paper position peaked at $1.2M in Q4 2017.
  • 882 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on Beach Investment Management's 13F filing for Q2 2018, filed 30 Jul 2018.