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Bedell Frazier Investment Counselling’s International Paper IP Stock Holding History

Bedell Frazier Investment Counselling’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
-135,635
Closed -$7.3M – 50
2017
Q3 		$7.3M Sell
135,635
-3,399
-2% -$179K 3.36% 13
2017
Q2 		$7.45M Buy
139,034
+1,068
+0.8% +$54K 2.72% 14
2017
Q1 		$6.63M Buy
137,966
+3,653
+3% +$183K 2.52% 16
2016
Q4 		$6.75M Sell
134,313
-755
-0.6% -$34.9K 2.65% 14
2016
Q3 		$6.14M Buy
+135,068
New +$5.96M 2.54% 17

Other funds holding IP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Bedell Frazier Investment Counselling's IP Position: Q4 2017 in Review

Bedell Frazier Investment Counselling sold out of International Paper (IP) in Q4 2017, closing a stake of 135,635 shares — an estimated $7.3M sold.

Bedell Frazier Investment Counselling first reported a position in IP in Q3 2016 and held it in 5 quarters. The position peaked at $7.45M in Q2 2017. 896 funds tracked by Wall St. Rank hold IP as of Q4 2017.

  • Bedell Frazier Investment Counselling reported no remaining International Paper position as of Q4 2017 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 135,635 International Paper shares in Q4 2017, an estimated $7.3M.
  • Bedell Frazier Investment Counselling first reported a position in International Paper in Q3 2016 and held it in 5 quarters.
  • Bedell Frazier Investment Counselling's International Paper position peaked at $7.45M in Q2 2017.
  • 896 funds tracked by Wall St. Rank held International Paper as of Q4 2017.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2017, filed 6 Feb 2018.