Blue Chip Partners’s International Paper IP Stock Holding History

Blue Chip Partners’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
2021 Q3	–	Sell	-2,522	Closed	-$146K	–	171
2021 Q2	$146K	Sell	2,522 -817	-24%	-$46.6K	0.02%	135
2021 Q1	$171K	Buy	3,339 +1,094	+49%	+$53.2K	0.03%	129
2020 Q4	$106K	Buy	+2,245	New	+$100K	0.02%	140
2018 Q4	–	Sell	-2,509	Closed	-$117K	–	151
2018 Q3	$117K	Sell	2,509 -139	-5%	-$6.89K	0.03%	130
2018 Q2	$131K	Sell	2,648 -931	-26%	-$47.6K	0.03%	131
2018 Q1	$181K	Sell	3,579 -120	-3%	-$6.67K	0.05%	124
2017 Q4	$203K	Sell	3,699 -509	-12%	-$27.3K	0.06%	109
2017 Q3	$226K	Sell	4,208 -267	-6%	-$14K	0.07%	107
2017 Q2	$240K	Sell	4,475 -937	-17%	-$47.4K	0.08%	105
2017 Q1	$260K	Sell	5,412 -2,727	-34%	-$137K	0.1%	105
2016 Q4	$409K	Sell	8,139 -4,150	-34%	-$192K	0.16%	90
2016 Q3	$558K	Sell	12,289 -1,226	-9%	-$54.1K	0.25%	68
2016 Q2	$542K	Sell	13,515 -1,095	-7%	-$43.5K	0.24%	69
2016 Q1	$568K	Buy	14,610 +386	+3%	+$13.4K	0.28%	61
2015 Q4	$508K	Buy	14,224 +3,891	+38%	+$150K	0.26%	67
2015 Q3	$370K	Buy	10,333 +6,503	+170%	+$276K	0.24%	75
2015 Q2	$173K	Buy	3,830 +771	+25%	+$38.2K	0.11%	95
2015 Q1	$161K	Sell	3,059 -510	-14%	-$26.5K	0.11%	98
2014 Q4	$181K	Buy	+3,569	New	+$175K	0.13%	90

Other funds holding IP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return