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Genesis Wealth Advisors’s International Paper IP Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$21.1K Hold
469
– – 0.02% 283
2015
Q1 		$24.4K Hold
469
– – 0.02% 273
2014
Q4 		$25.2K Buy
+469
New +$23K 0.02% 294

Other funds holding IP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Genesis Wealth Advisors's IP Position: Q2 2015 in Review

Genesis Wealth Advisors held its International Paper (IP) position steady in Q2 2015 at 469 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #283.

Genesis Wealth Advisors first reported a position in IP in Q4 2014 and has held it in 3 quarters since. The position peaked at $25.2K in Q4 2014. 771 funds tracked by Wall St. Rank hold IP as of Q2 2015.

  • Genesis Wealth Advisors held 469 shares of International Paper worth $21.1K as of Q2 2015.
  • Genesis Wealth Advisors left its International Paper share count unchanged in Q2 2015.
  • International Paper made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #283 holding.
  • Genesis Wealth Advisors first reported a position in International Paper in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's International Paper position peaked at $25.2K in Q4 2014.
  • 771 funds tracked by Wall St. Rank held International Paper as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.