BWG
IP icon

Beta Wealth Group’s International Paper IP Stock Holding History

Beta Wealth 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 		$428K Buy
+9,991
New +$444K 4.99% 5

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

Beta Wealth Group's IP Position: Q1 2014 in Review

Beta Wealth Group opened a new position in International Paper (IP) in Q1 2014: 9,991 shares worth $428K. The stake represents 4.99% of the portfolio and ranks #5 among its holdings.

635 funds tracked by Wall St. Rank hold IP as of Q1 2014.

  • Beta Wealth Group held 9,991 shares of International Paper worth $428K as of Q1 2014.
  • International Paper was a new Beta Wealth Group position in Q1 2014.
  • International Paper made up 4.99% of Beta Wealth Group's portfolio in Q1 2014, its #5 holding.
  • 635 funds tracked by Wall St. Rank held International Paper as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.