EFG Asset Management (Americas)’s International Paper IP Stock Holding History

EFG Asset Management (Americas)’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
2020 Q1	–	Sell	-4,964	Closed	-$216K	–	119
2019 Q4	$216K	Buy	+4,964	New	+$208K	0.06%	120
2019 Q3	–	Sell	-4,964	Closed	-$204K	–	120
2019 Q2	$204K	Sell	4,964 -2,884	-37%	-$122K	0.06%	112
2019 Q1	$344K	Buy	+7,848	New	+$340K	0.1%	104
2018 Q4	–	Sell	-7,296	Closed	-$340K	–	112
2018 Q3	$340K	Sell	7,296 -759	-9%	-$37.6K	0.1%	98
2018 Q2	$397K	Buy	8,055 +675	+9%	+$34.5K	0.12%	104
2018 Q1	$373K	Sell	7,380 -4,412	-37%	-$245K	0.15%	102
2017 Q4	$647K	Sell	11,792 -212	-2%	-$11.4K	0.23%	87
2017 Q3	$646K	Sell	12,004 -21	-0.2%	-$1.1K	0.24%	74
2017 Q2	$645K	Hold	12,025	–	–	0.24%	82
2017 Q1	$578K	Buy	12,025 +2,654	+28%	+$133K	0.22%	85
2016 Q4	$471K	Buy	9,371 +1,026	+12%	+$47.4K	0.21%	86
2016 Q3	$379K	Buy	+8,345	New	+$368K	0.16%	82
2015 Q1	–	Sell	-426	Closed	-$22K	–	183
2014 Q4	$22K	Buy	+426	New	+$20.9K	0.01%	174

Other funds holding IP

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

BlackRock New York $6.73T AUM 46.02% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EFG Asset Management (Americas)'s IP Position: Q1 2020 in Review

EFG Asset Management (Americas) sold out of International Paper (IP) in Q1 2020, closing a stake of 4,964 shares — an estimated $216K sold.

EFG Asset Management (Americas) first reported a position in IP in Q4 2014 and held it in 13 quarters. The position peaked at $647K in Q4 2017. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

EFG Asset Management (Americas) reported no remaining International Paper position as of Q1 2020 after selling out during the quarter.
EFG Asset Management (Americas) sold 4,964 International Paper shares in Q1 2020, an estimated $216K.
EFG Asset Management (Americas) first reported a position in International Paper in Q4 2014 and held it in 13 quarters.
EFG Asset Management (Americas)'s International Paper position peaked at $647K in Q4 2017.
773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2020, filed 8 May 2020.