Genovese Burford & Brothers Wealth & Retirement Plan Management’s International Paper IP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q3	–	Sell	-1,527	Closed	-$75K	–	216
2018 Q2	$75K	Hold	1,527	–	–	0.03%	139
2018 Q1	$77K	Buy	+1,527	New	+$84.8K	0.03%	131
2017 Q4	–	Sell	-1,527	Closed	-$82K	–	343
2017 Q3	$82K	Buy	+1,527	New	+$80.3K	0.03%	110
2017 Q2	–	Sell	-1,527	Closed	-$74K	–	406
2017 Q1	$74K	Buy	+1,527	New	+$76.5K	0.03%	119

Other funds holding IP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's IP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of International Paper (IP) in Q3 2018, closing a stake of 1,527 shares — an estimated $75K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IP in Q1 2017 and held it in 4 quarters. The position peaked at $82K in Q3 2017. 885 funds tracked by Wall St. Rank hold IP as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining International Paper position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,527 International Paper shares in Q3 2018, an estimated $75K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in International Paper in Q1 2017 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's International Paper position peaked at $82K in Q3 2017.
885 funds tracked by Wall St. Rank held International Paper as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.