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Beacon Trust’s International Paper IP Stock Holding History

Beacon Trust’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
Q1 		$260K Buy
5,219
+391
+8% +$19.6K 0.04% 159
2016
Q4 		$243K Buy
+4,828
New +$223K 0.04% 163
2015
Q4 		– Sell
-7,341
Closed -$263K – 186
2015
Q3 		$263K Sell
7,341
-1,484
-17% -$62.9K 0.05% 161
2015
Q2 		$398K Buy
8,825
+55
+0.6% +$2.73K 0.06% 141
2015
Q1 		$461K Buy
8,770
+480
+6% +$24.9K 0.07% 139
2014
Q4 		$421K Buy
+8,290
New +$406K 0.06% 147

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beacon Trust's IP Position: Q1 2017 in Review

Beacon Trust increased its International Paper (IP) stake by 8.1% in Q1 2017, buying an estimated $19.6K and bringing the position to 5,219 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #159.

Beacon Trust first reported a position in IP in Q4 2014 and has held it in 6 quarters since. The position peaked at $461K in Q1 2015. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

  • Beacon Trust held 5,219 shares of International Paper worth $260K as of Q1 2017.
  • Beacon Trust bought 391 International Paper shares in Q1 2017, an estimated $19.6K.
  • International Paper made up 0.04% of Beacon Trust's portfolio in Q1 2017, its #159 holding.
  • Beacon Trust first reported a position in International Paper in Q4 2014 and has held it in 6 quarters since.
  • Beacon Trust's International Paper position peaked at $461K in Q1 2015.
  • 792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.