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Gupta Wealth Management’s International Paper IP Stock Holding History

Gupta Wealth 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
2016
Q1 		$17K Sell
449
-211
-32% -$7.35K ﹤0.01% 707
2015
Q4 		$24K Buy
660
+167
+34% +$6.42K 0.01% 611
2015
Q3 		$18K Buy
493
+44
+10% +$1.86K ﹤0.01% 717
2015
Q2 		$20K Sell
449
-1
-0.2% -$50 ﹤0.01% 737
2015
Q1 		$24K Buy
+450
New +$23.3K 0.01% 553

Other funds holding IP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's IP Position: Q1 2016 in Review

Gupta Wealth Management reduced its International Paper (IP) stake by 32% in Q1 2016, selling an estimated $7.35K and leaving 449 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Gupta Wealth Management first reported a position in IP in Q1 2015 and has held it in 5 quarters since. The position peaked at $24K in Q4 2015. 717 funds tracked by Wall St. Rank hold IP as of Q1 2016.

  • Gupta Wealth Management held 449 shares of International Paper worth $17K as of Q1 2016.
  • Gupta Wealth Management sold 211 International Paper shares in Q1 2016, an estimated $7.35K.
  • International Paper made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #707 holding.
  • Gupta Wealth Management first reported a position in International Paper in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's International Paper position peaked at $24K in Q4 2015.
  • 717 funds tracked by Wall St. Rank held International Paper as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.