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Integrated Wealth Counsel’s International Paper IP Stock Holding History

Integrated Wealth Counsel’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
Q4 		$23K Hold
459
– – 0.05% 104
2016
Q3 		$21K Buy
+459
New +$20.2K 0.04% 104

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Integrated Wealth Counsel's IP Position: Q4 2016 in Review

Integrated Wealth Counsel held its International Paper (IP) position steady in Q4 2016 at 459 shares worth $23K. The position accounts for 0.05% of the portfolio, ranked #104.

Integrated Wealth Counsel first reported a position in IP in Q3 2016 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold IP as of Q4 2016.

  • Integrated Wealth Counsel held 459 shares of International Paper worth $23K as of Q4 2016.
  • Integrated Wealth Counsel left its International Paper share count unchanged in Q4 2016.
  • International Paper made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #104 holding.
  • Integrated Wealth Counsel first reported a position in International Paper in Q3 2016 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.