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CWM
Concert Wealth Management’s
International Paper
IP
Stock Holding History
Concert Wealth Management’s Portfolio
IP Stock Details
IP Fund Activity
Bought
Maintained
Sold
Shares
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
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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