Hefty Wealth Partners’s International Paper IP Stock Holding History

Hefty Wealth Partners’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 Q1	$4K	Sell	74 -3,351	-98%	-$186K	﹤0.01%	218
2017 Q4	$188K	Buy	3,425 +30	+0.9%	+$1.61K	0.12%	87
2017 Q3	$183K	Sell	3,395 -8	-0.2%	-$421	0.12%	83
2017 Q2	$182K	Buy	3,403 +58	+2%	+$2.93K	0.12%	79
2017 Q1	$160K	Buy	3,345 +3,271	+4,420%	+$164K	0.12%	85
2016 Q4	$3K	Hold	74	–	–	﹤0.01%	209
2016 Q3	$3K	Hold	74	–	–	﹤0.01%	212
2016 Q2	$2K	Hold	74	–	–	﹤0.01%	197
2016 Q1	$2K	Hold	74	–	–	﹤0.01%	206
2015 Q4	$2K	Buy	+74	New	+$2.85K	﹤0.01%	193

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Hefty Wealth Partners's IP Position: Q1 2018 in Review

Hefty Wealth Partners reduced its International Paper (IP) stake by 98% in Q1 2018, selling an estimated $186K and leaving 74 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Hefty Wealth Partners first reported a position in IP in Q4 2015 and has held it in 10 quarters since. The position peaked at $188K in Q4 2017. 886 funds tracked by Wall St. Rank hold IP as of Q1 2018.

Hefty Wealth Partners held 74 shares of International Paper worth $4K as of Q1 2018.
Hefty Wealth Partners sold 3,351 International Paper shares in Q1 2018, an estimated $186K.
International Paper made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #218 holding.
Hefty Wealth Partners first reported a position in International Paper in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's International Paper position peaked at $188K in Q4 2017.
886 funds tracked by Wall St. Rank held International Paper as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.