Blue Bell Private Wealth Management’s International Paper IP Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-528	Closed	-$24K	–	335
2016 Q3	$24K	Hold	528	–	–	0.01%	271
2016 Q2	$22K	Hold	528	–	–	0.01%	282
2016 Q1	$21K	Hold	528	–	–	0.01%	292
2015 Q4	$19K	Hold	528	–	–	0.01%	312
2015 Q3	$19K	Hold	528	–	–	0.01%	314
2015 Q2	$24K	Hold	528	–	–	0.01%	296
2015 Q1	$27K	Hold	528	–	–	0.02%	280
2014 Q4	$26K	Hold	528	–	–	0.02%	297
2014 Q3	$24K	Sell	528 -7	-1%	-$322	0.01%	322
2014 Q2	$25K	Hold	535	–	–	0.02%	303
2014 Q1	$23K	Hold	535	–	–	0.02%	281
2013 Q4	$25K	Buy	+535	New	+$22.9K	0.02%	282

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Blue Bell Private Wealth Management's IP Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of International Paper (IP) in Q4 2016, closing a stake of 528 shares — an estimated $24K sold.

Blue Bell Private Wealth Management first reported a position in IP in Q4 2013 and held it in 12 quarters. The position peaked at $27K in Q1 2015. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 528 International Paper shares in Q4 2016, an estimated $24K.
Blue Bell Private Wealth Management first reported a position in International Paper in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's International Paper position peaked at $27K in Q1 2015.
796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.