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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return