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Biltmore Wealth Management’s International Paper IP Stock Holding History

Biltmore Wealth Management’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
Q3 		– Sell
-9,351
Closed -$461K – 44
2018
Q2 		$461K Buy
9,351
+704
+8% +$36K 0.42% 28
2018
Q1 		$438K Sell
8,647
-59
-0.7% -$3.28K 0.42% 28
2017
Q4 		$478K Buy
8,706
+15
+0.2% +$805 0.43% 27
2017
Q3 		$468K Sell
8,691
-38
-0.4% -$2K 0.49% 25
2017
Q2 		$468K Buy
+8,729
New +$441K 0.53% 25

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
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

Biltmore Wealth Management's IP Position: Q3 2018 in Review

Biltmore Wealth Management sold out of International Paper (IP) in Q3 2018, closing a stake of 9,351 shares — an estimated $461K sold.

Biltmore Wealth Management first reported a position in IP in Q2 2017 and held it in 5 quarters. The position peaked at $478K in Q4 2017. 884 funds tracked by Wall St. Rank hold IP as of Q3 2018.

  • Biltmore Wealth Management reported no remaining International Paper position as of Q3 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 9,351 International Paper shares in Q3 2018, an estimated $461K.
  • Biltmore Wealth Management first reported a position in International Paper in Q2 2017 and held it in 5 quarters.
  • Biltmore Wealth Management's International Paper position peaked at $478K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held International Paper as of Q3 2018.

Based on Biltmore Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.