CapWealth Advisors’s International Paper IP Stock Holding History

CapWealth Advisors’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	-20	Closed	-$1K	–	171
2016 Q3	$1K	Buy	+20	New	+$882	﹤0.01%	281
2015 Q3	–	Sell	-286	Closed	-$13K	–	284
2015 Q2	$13K	Buy	+286	New	+$14.2K	﹤0.01%	188
2014 Q4	–	Sell	-95	Closed	-$4K	–	183
2014 Q3	$4K	Buy	+95	New	+$4.37K	﹤0.01%	307

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

CapWealth Advisors's IP Position: Q4 2016 in Review

CapWealth Advisors sold out of International Paper (IP) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in IP in Q3 2014 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

CapWealth Advisors reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 20 International Paper shares in Q4 2016, an estimated $1K.
CapWealth Advisors first reported a position in International Paper in Q3 2014 and held it in 3 quarters.
CapWealth Advisors's International Paper position peaked at $13K in Q2 2015.
796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.