Calton & Associates’s International Paper IP Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,781	Closed	-$106K	–	806
2017 Q4	$106K	Buy	+1,781	New	+$95.6K	0.03%	475

Other funds holding IP

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Calton & Associates's IP Position: Q1 2018 in Review

Calton & Associates sold out of International Paper (IP) in Q1 2018, closing a stake of 1,781 shares — an estimated $106K sold.

Calton & Associates first reported a position in IP in Q4 2017 and held it in 1 quarter. The position peaked at $106K in Q4 2017. 886 funds tracked by Wall St. Rank hold IP as of Q1 2018.

Calton & Associates reported no remaining International Paper position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,781 International Paper shares in Q1 2018, an estimated $106K.
Calton & Associates first reported a position in International Paper in Q4 2017 and held it in 1 quarter.
Calton & Associates's International Paper position peaked at $106K in Q4 2017.
886 funds tracked by Wall St. Rank held International Paper as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.