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Elite Wealth Management’s International Paper IP Stock Holding History

Elite 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
2014
Q1 		– Sell
-40
Closed -$2K – 501
2013
Q4 		$2K Buy
+40
New +$1.71K ﹤0.01% 675

Other funds holding IP

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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Elite Wealth Management's IP Position: Q1 2014 in Review

Elite Wealth Management sold out of International Paper (IP) in Q1 2014, closing a stake of 40 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in IP in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 635 funds tracked by Wall St. Rank hold IP as of Q1 2014.

  • Elite Wealth Management reported no remaining International Paper position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 40 International Paper shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in International Paper in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's International Paper position peaked at $2K in Q4 2013.
  • 635 funds tracked by Wall St. Rank held International Paper as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.