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Holistic Financial Partners’s International Paper IP Stock Holding History

Holistic Financial 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
Q2 		– Sell
-159
Closed -$8K – 192
2018
Q1 		$8K Hold
159
– – 0.01% 336
2017
Q4 		$9K Buy
+159
New +$8.54K 0.01% 337

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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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's IP Position: Q2 2018 in Review

Holistic Financial Partners sold out of International Paper (IP) in Q2 2018, closing a stake of 159 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in IP in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 882 funds tracked by Wall St. Rank hold IP as of Q2 2018.

  • Holistic Financial Partners reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 159 International Paper shares in Q2 2018, an estimated $8K.
  • Holistic Financial Partners first reported a position in International Paper in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's International Paper position peaked at $9K in Q4 2017.
  • 882 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.