FMA Advisory’s International Paper IP Stock Holding History

FMA Advisory’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
2019 Q2	–	Sell	-15,036	Closed	-$659K	–	145
2019 Q1	$659K	Sell	15,036 -2,648	-15%	-$115K	0.3%	91
2018 Q4	$676K	Sell	17,684 -9,484	-35%	-$398K	0.35%	79
2018 Q3	$1.26M	Buy	27,168 +813	+3%	+$40.3K	0.57%	58
2018 Q2	$1.3M	Buy	26,355 +174	+0.7%	+$8.89K	0.61%	58
2018 Q1	$1.32M	Buy	+26,181	New	+$1.45M	0.65%	55

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMA Advisory's IP Position: Q2 2019 in Review

FMA Advisory sold out of International Paper (IP) in Q2 2019, closing a stake of 15,036 shares — an estimated $659K sold.

FMA Advisory first reported a position in IP in Q1 2018 and held it in 5 quarters. The position peaked at $1.32M in Q1 2018. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

FMA Advisory reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
FMA Advisory sold 15,036 International Paper shares in Q2 2019, an estimated $659K.
FMA Advisory first reported a position in International Paper in Q1 2018 and held it in 5 quarters.
FMA Advisory's International Paper position peaked at $1.32M in Q1 2018.
867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on FMA Advisory's 13F filing for Q2 2019, filed 12 Apr 2021.