Clear Perspective Advisors’s International Paper IP Stock Holding History

Clear Perspective 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
2018 Q4	–	Sell	-4,729	Closed	-$220K	–	139
2018 Q3	$220K	Hold	4,729	–	–	0.16%	135
2018 Q2	$233K	Hold	4,729	–	–	0.16%	128
2018 Q1	$239K	Buy	4,729 +46	+1%	+$2.56K	0.18%	122
2017 Q4	$257K	Hold	4,683	–	–	0.2%	117
2017 Q3	$252K	Hold	4,683	–	–	0.21%	114
2017 Q2	$251K	Hold	4,683	–	–	0.21%	109
2017 Q1	$225K	Hold	4,683	–	–	0.15%	114
2016 Q4	$235K	Buy	+4,683	New	+$217K	0.16%	115

Other funds holding IP

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

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

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 Baltimore, Maryland $865B AUM 30.76% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Clear Perspective Advisors's IP Position: Q4 2018 in Review

Clear Perspective Advisors sold out of International Paper (IP) in Q4 2018, closing a stake of 4,729 shares — an estimated $220K sold.

Clear Perspective Advisors first reported a position in IP in Q4 2016 and held it in 8 quarters. The position peaked at $257K in Q4 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

Clear Perspective Advisors reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
Clear Perspective Advisors sold 4,729 International Paper shares in Q4 2018, an estimated $220K.
Clear Perspective Advisors first reported a position in International Paper in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's International Paper position peaked at $257K in Q4 2017.
870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Clear Perspective Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.