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Goelzer Investment Management’s International Paper IP Stock Holding History

Goelzer Investment 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
2020
Q4 		– Sell
-6,663
Closed -$256K – 225
2020
Q3 		$256K Hold
6,663
– – 0.02% 230
2020
Q2 		$222K Buy
+6,663
New +$212K 0.02% 229
2020
Q1 		– Sell
-7,191
Closed -$314K – 247
2019
Q4 		$314K Hold
7,191
– – 0.03% 222
2019
Q3 		$285K Buy
7,191
+390
+6% +$15.2K 0.03% 225
2019
Q2 		$279K Buy
6,801
+106
+2% +$4.49K 0.03% 232
2019
Q1 		$293K Buy
+6,695
New +$290K 0.03% 236
2017
Q2 		– Sell
-83,670
Closed -$4.02M – 202
2017
Q1 		$4.02M Sell
83,670
-1,491
-2% -$74.7K 0.5% 85
2016
Q4 		$4.28M Buy
85,161
+1,008
+1% +$46.6K 0.56% 73
2016
Q3 		$3.82M Sell
84,153
-301
-0.4% -$13.3K 0.52% 78
2016
Q2 		$3.39M Buy
84,454
+68
+0.1% +$2.7K 0.47% 85
2016
Q1 		$3.28M Buy
84,386
+7,443
+10% +$259K 0.47% 92
2015
Q4 		$2.75M Sell
76,943
-11,817
-13% -$455K 0.4% 110
2015
Q3 		$3.18M Buy
88,760
+481
+0.5% +$20.4K 0.5% 86
2015
Q2 		$3.98M Buy
88,279
+1,898
+2% +$94.1K 0.6% 68
2015
Q1 		$4.54M Buy
86,381
+243
+0.3% +$12.6K 0.69% 56
2014
Q4 		$4.37M Sell
86,138
-579
-0.7% -$28.3K 0.66% 63
2014
Q3 		$3.92M Buy
86,717
+1,871
+2% +$86.1K 0.65% 66
2014
Q2 		$4M Buy
84,846
+5,314
+7% +$233K 0.66% 64
2014
Q1 		$3.41M Buy
79,532
+6,681
+9% +$297K 0.61% 76
2013
Q4 		$3.34M Buy
+72,851
New +$3.12M 0.6% 75

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goelzer Investment Management's IP Position: Q4 2020 in Review

Goelzer Investment Management sold out of International Paper (IP) in Q4 2020, closing a stake of 6,663 shares — an estimated $256K sold.

Goelzer Investment Management first reported a position in IP in Q4 2013 and held it in 20 quarters. The position peaked at $4.54M in Q1 2015. 872 funds tracked by Wall St. Rank hold IP as of Q4 2020.

  • Goelzer Investment Management reported no remaining International Paper position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 6,663 International Paper shares in Q4 2020, an estimated $256K.
  • Goelzer Investment Management first reported a position in International Paper in Q4 2013 and held it in 20 quarters.
  • Goelzer Investment Management's International Paper position peaked at $4.54M in Q1 2015.
  • 872 funds tracked by Wall St. Rank held International Paper as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.