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BKS Advisors’s International Paper IP Stock Holding History

BKS Advisors’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
-4,292
Closed -$212K – 228
2018
Q2 		$212K Buy
4,292
+52
+1% +$2.66K 0.07% 210
2018
Q1 		$215K Buy
4,240
+412
+11% +$22.9K 0.08% 193
2017
Q4 		$210K Hold
3,828
– – 0.08% 196
2017
Q3 		$206K Sell
3,828
-115
-3% -$6.05K 0.08% 192
2017
Q2 		$211K Buy
+3,943
New +$199K 0.09% 184
2016
Q4 		– Sell
-2,892
Closed -$131K – 204
2016
Q3 		$131K Buy
+2,892
New +$128K 0.06% 201

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

BKS Advisors's IP Position: Q3 2018 in Review

BKS Advisors sold out of International Paper (IP) in Q3 2018, closing a stake of 4,292 shares — an estimated $212K sold.

BKS Advisors first reported a position in IP in Q3 2016 and held it in 6 quarters. The position peaked at $215K in Q1 2018. 884 funds tracked by Wall St. Rank hold IP as of Q3 2018.

  • BKS Advisors reported no remaining International Paper position as of Q3 2018 after selling out during the quarter.
  • BKS Advisors sold 4,292 International Paper shares in Q3 2018, an estimated $212K.
  • BKS Advisors first reported a position in International Paper in Q3 2016 and held it in 6 quarters.
  • BKS Advisors's International Paper position peaked at $215K in Q1 2018.
  • 884 funds tracked by Wall St. Rank held International Paper as of Q3 2018.

Based on BKS Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.