FAM
IP icon

Fortaleza Asset Management’s International Paper IP Stock Holding History

Fortaleza Asset 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
2017
Q4 		– Sell
-7,392
Closed -$398K – 115
2017
Q3 		$398K Hold
7,392
– – 0.73% 50
2017
Q2 		$396K Buy
+7,392
New +$374K 0.75% 46
2016
Q1 		– Sell
-90
Closed -$3K – 195
2015
Q4 		$3K Hold
90
– – ﹤0.01% 174
2015
Q3 		$3K Hold
90
– – ﹤0.01% 167
2015
Q2 		$4K Hold
90
– – ﹤0.01% 161
2015
Q1 		$5K Hold
90
– – ﹤0.01% 172
2014
Q4 		$5K Hold
90
– – ﹤0.01% 177
2014
Q3 		$4K Sell
90
-1
-1% -$46 ﹤0.01% 206
2014
Q2 		$4K Hold
91
– – ﹤0.01% 189
2014
Q1 		$4K Hold
91
– – ﹤0.01% 188
2013
Q4 		$4K Hold
91
– – ﹤0.01% 184
2013
Q3 		$4K Buy
+91
New +$4.05K ﹤0.01% 178

Other funds holding IP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return