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Concert Wealth Management’s International Paper IP Stock Holding History

Concert 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
2017
Q2 		– Sell
-10,228
Closed -$514K – 286
2017
Q1 		$514K Sell
10,228
-363
-3% -$18.2K 0.12% 245
2016
Q4 		$533K Sell
10,591
-11,706
-53% -$541K 0.12% 242
2016
Q3 		$1.02M Buy
22,297
+384
+2% +$16.9K 0.12% 217
2016
Q2 		$870K Buy
21,913
+634
+3% +$25.2K 0.12% 230
2016
Q1 		$828K Buy
21,279
+389
+2% +$13.5K 0.11% 232
2015
Q4 		$756K Sell
20,890
-1,473
-7% -$56.7K 0.1% 254
2015
Q3 		$809K Sell
22,363
-848
-4% -$35.9K 0.11% 240
2015
Q2 		$1.06M Sell
23,211
-10,980
-32% -$544K 0.14% 191
2015
Q1 		$584K Sell
34,191
-9,091
-21% -$472K 0.17% 176
2014
Q4 		$2.2M Buy
43,282
+4,121
+11% +$202K 0.34% 64
2014
Q3 		$1.77M Buy
39,161
+11,451
+41% +$527K 0.24% 59
2014
Q2 		$1.23M Buy
27,710
+5,744
+26% +$252K 0.15% 108
2014
Q1 		$940K Sell
21,966
-1,982
-8% -$88.1K 0.12% 144
2013
Q4 		$1.1M Buy
23,948
+4,138
+21% +$177K 0.14% 117
2013
Q3 		$818K Buy
19,810
+6,100
+44% +$271K 0.12% 160
2013
Q2 		$564K Buy
+13,710
New +$593K 0.08% 200

Other funds holding IP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Concert Wealth Management's IP Position: Q2 2017 in Review

Concert Wealth Management sold out of International Paper (IP) in Q2 2017, closing a stake of 10,228 shares — an estimated $514K sold.

Concert Wealth Management first reported a position in IP in Q2 2013 and held it in 16 quarters. The position peaked at $2.2M in Q4 2014. 769 funds tracked by Wall St. Rank hold IP as of Q2 2017.

  • Concert Wealth Management reported no remaining International Paper position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,228 International Paper shares in Q2 2017, an estimated $514K.
  • Concert Wealth Management first reported a position in International Paper in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's International Paper position peaked at $2.2M in Q4 2014.
  • 769 funds tracked by Wall St. Rank held International Paper as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.