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Evercore Wealth Management’s International Paper IP Stock Holding History

Evercore 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
2018
Q2 		– Sell
-11,844
Closed -$599K – 408
2018
Q1 		$599K Sell
11,844
-433
-4% -$24.1K 0.02% 223
2017
Q4 		$674K Hold
12,277
– – 0.03% 225
2017
Q3 		$661K Sell
12,277
-238
-2% -$12.5K 0.03% 221
2017
Q2 		$671K Buy
12,515
+10,948
+699% +$553K 0.03% 221
2017
Q1 		$75K Buy
1,567
+267
+21% +$13.4K ﹤0.01% 533
2016
Q4 		$66K Buy
1,300
+693
+114% +$32K ﹤0.01% 556
2016
Q3 		$28K Hold
607
– – ﹤0.01% 717
2016
Q2 		$24K Buy
+607
New +$24.1K ﹤0.01% 722
2015
Q4 		– Sell
-459
Closed -$16K – 1038
2015
Q3 		$16K Sell
459
-86
-16% -$3.64K ﹤0.01% 777
2015
Q2 		$25K Buy
545
+86
+19% +$4.26K ﹤0.01% 750
2015
Q1 		$24K Buy
459
+391
+575% +$20.3K ﹤0.01% 756
2014
Q4 		$3K Buy
+68
New +$3.33K ﹤0.01% 824
2014
Q3 		– Sell
-105
Closed -$5K – 962
2014
Q2 		$5K Buy
+105
New +$4.61K ﹤0.01% 906
2013
Q4 		– Sell
-177
Closed -$7K – 918
2013
Q3 		$7K Buy
+177
New +$7.88K ﹤0.01% 800

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evercore Wealth Management's IP Position: Q2 2018 in Review

Evercore Wealth Management sold out of International Paper (IP) in Q2 2018, closing a stake of 11,844 shares — an estimated $599K sold.

Evercore Wealth Management first reported a position in IP in Q3 2013 and held it in 14 quarters. The position peaked at $674K in Q4 2017. 883 funds tracked by Wall St. Rank hold IP as of Q2 2018.

  • Evercore Wealth Management reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 11,844 International Paper shares in Q2 2018, an estimated $599K.
  • Evercore Wealth Management first reported a position in International Paper in Q3 2013 and held it in 14 quarters.
  • Evercore Wealth Management's International Paper position peaked at $674K in Q4 2017.
  • 883 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on Evercore Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.