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Beacon Investment Advisory Services’s International Paper IP Stock Holding History

Beacon Investment Advisory 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
2018
Q2 		– Sell
-4,697
Closed -$238K – 259
2018
Q1 		$238K Buy
4,697
+649
+16% +$36.1K 0.02% 233
2017
Q4 		$222K Sell
4,048
-1,796
-31% -$96.4K 0.02% 227
2017
Q3 		$314K Buy
+5,844
New +$307K 0.03% 226

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Wellington Management Group
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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

Beacon Investment Advisory Services's IP Position: Q2 2018 in Review

Beacon Investment Advisory Services sold out of International Paper (IP) in Q2 2018, closing a stake of 4,697 shares — an estimated $238K sold.

Beacon Investment Advisory Services first reported a position in IP in Q3 2017 and held it in 3 quarters. The position peaked at $314K in Q3 2017. 882 funds tracked by Wall St. Rank hold IP as of Q2 2018.

  • Beacon Investment Advisory Services reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4,697 International Paper shares in Q2 2018, an estimated $238K.
  • Beacon Investment Advisory Services first reported a position in International Paper in Q3 2017 and held it in 3 quarters.
  • Beacon Investment Advisory Services's International Paper position peaked at $314K in Q3 2017.
  • 882 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2018, filed 9 Aug 2018.