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Dowling & Yahnke’s International Paper IP Stock Holding History

Dowling & Yahnke’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
2014
Q3 		– Sell
-8,727
Closed -$411K – 268
2014
Q2 		$411K Sell
8,727
-23
-0.3% -$1.01K 0.05% 207
2014
Q1 		$375K Buy
+8,750
New +$389K 0.05% 214

Other funds holding IP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Dowling & Yahnke's IP Position: Q3 2014 in Review

Dowling & Yahnke sold out of International Paper (IP) in Q3 2014, closing a stake of 8,727 shares — an estimated $411K sold.

Dowling & Yahnke first reported a position in IP in Q1 2014 and held it in 2 quarters. The position peaked at $411K in Q2 2014. 687 funds tracked by Wall St. Rank hold IP as of Q3 2014.

  • Dowling & Yahnke reported no remaining International Paper position as of Q3 2014 after selling out during the quarter.
  • Dowling & Yahnke sold 8,727 International Paper shares in Q3 2014, an estimated $411K.
  • Dowling & Yahnke first reported a position in International Paper in Q1 2014 and held it in 2 quarters.
  • Dowling & Yahnke's International Paper position peaked at $411K in Q2 2014.
  • 687 funds tracked by Wall St. Rank held International Paper as of Q3 2014.

Based on Dowling & Yahnke's 13F filing for Q3 2014, filed 22 Oct 2014.