BWM
IP icon

Braver Wealth Management’s International Paper IP Stock Holding History

Braver 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 		$3.23M Buy
64,288
+373
+0.6% +$17.2K 0.52% 58
2016
Q3 		$2.9M Sell
63,915
-632
-1% -$27.9K 0.49% 63
2016
Q2 		$2.59M Sell
64,547
-2,259
-3% -$89.8K 0.44% 61
2016
Q1 		$2.6M Buy
+66,806
New +$2.33M 0.43% 62

Other funds holding IP

Vanguard Group
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
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

Braver Wealth Management's IP Position: Q4 2016 in Review

Braver Wealth Management increased its International Paper (IP) stake by 0.58% in Q4 2016, buying an estimated $17.2K and bringing the position to 64,288 shares worth $3.23M. The position accounts for 0.52% of the portfolio, ranked #58.

Braver Wealth Management first reported a position in IP in Q1 2016 and has held it in 4 quarters since. 797 funds tracked by Wall St. Rank hold IP as of Q4 2016.

  • Braver Wealth Management held 64,288 shares of International Paper worth $3.23M as of Q4 2016.
  • Braver Wealth Management bought 373 International Paper shares in Q4 2016, an estimated $17.2K.
  • International Paper made up 0.52% of Braver Wealth Management's portfolio in Q4 2016, its #58 holding.
  • Braver Wealth Management first reported a position in International Paper in Q1 2016 and has held it in 4 quarters since.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.