Integrated Wealth Management (Palm Desert)’s International Paper IP Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-108	Closed	-$5K	–	619
2016 Q3	$5K	Sell	108 -70	-39%	-$3.09K	﹤0.01%	904
2016 Q2	$7K	Sell	178 -45	-20%	-$1.79K	﹤0.01%	845
2016 Q1	$9K	Sell	223 -460	-67%	-$16K	﹤0.01%	725
2015 Q4	$24K	Buy	683 +460	+206%	+$17.7K	0.01%	545
2015 Q3	$8K	Hold	223	–	–	﹤0.01%	813
2015 Q2	$10K	Sell	223 -774	-78%	-$38.4K	﹤0.01%	786
2015 Q1	$52K	Buy	+997	New	+$51.7K	0.02%	383

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of International Paper (IP) in Q4 2016, closing a stake of 108 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IP in Q1 2015 and held it in 7 quarters. The position peaked at $52K in Q1 2015. 797 funds tracked by Wall St. Rank hold IP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 108 International Paper shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in International Paper in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s International Paper position peaked at $52K in Q1 2015.
797 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.