FGC
IP icon

Financial Gravity Companies’s International Paper IP Stock Holding History

Financial Gravity Companies’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
Q4 		$5K Buy
+115
New +$4.83K ﹤0.01% 706
2018
Q1 		$32K Buy
678
+649
+2,238% +$36.1K 0.03% 451
2017
Q4 		$2K Buy
+29
New +$1.56K ﹤0.01% 941

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Gravity Companies's IP Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in International Paper (IP) in Q4 2018: 115 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IP as recently as Q1 2018.

Financial Gravity Companies first reported a position in IP in Q4 2017 and has held it in 3 quarters since. The position peaked at $32K in Q1 2018. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • Financial Gravity Companies held 115 shares of International Paper worth $5K as of Q4 2018.
  • International Paper was a new Financial Gravity Companies position in Q4 2018.
  • International Paper made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #706 holding.
  • Financial Gravity Companies first reported a position in International Paper in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's International Paper position peaked at $32K in Q1 2018.
  • 870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.