BFG
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Beacon Financial Group’s International Paper IP Stock Holding History

Beacon Financial Group’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
2014
Q1 		– Sell
-9,423
Closed -$431K – 174
2013
Q4 		$431K Sell
9,423
-3,748
-28% -$160K 0.08% 137
2013
Q3 		$559K Buy
+13,171
New +$586K 0.12% 117

Other funds holding IP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beacon Financial Group's IP Position: Q1 2014 in Review

Beacon Financial Group sold out of International Paper (IP) in Q1 2014, closing a stake of 9,423 shares — an estimated $431K sold.

Beacon Financial Group first reported a position in IP in Q3 2013 and held it in 2 quarters. The position peaked at $559K in Q3 2013. 635 funds tracked by Wall St. Rank hold IP as of Q1 2014.

  • Beacon Financial Group reported no remaining International Paper position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 9,423 International Paper shares in Q1 2014, an estimated $431K.
  • Beacon Financial Group first reported a position in International Paper in Q3 2013 and held it in 2 quarters.
  • Beacon Financial Group's International Paper position peaked at $559K in Q3 2013.
  • 635 funds tracked by Wall St. Rank held International Paper as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.