Ironwood Financial’s International Paper IP Stock Holding History

Ironwood Financial’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
2017 Q4	–	Sell	-5,280	Closed	-$284K	–	263
2017 Q3	$284K	Hold	5,280	–	–	0.18%	42
2017 Q2	$283K	Hold	5,280	–	–	0.18%	38
2017 Q1	$254K	Hold	5,280	–	–	0.17%	40
2016 Q4	$265K	Hold	5,280	–	–	0.19%	40
2016 Q3	$240K	Hold	5,280	–	–	0.17%	44
2016 Q2	$212K	Hold	5,280	–	–	0.16%	43
2016 Q1	$205K	Buy	+5,280	New	+$184K	0.16%	44
2015 Q3	$189K	Hold	5,280	–	–	0.09%	70
2015 Q2	$238K	Hold	5,280	–	–	0.11%	62
2015 Q1	$277K	Sell	5,280 -8	-0.2%	-$415	0.13%	62
2014 Q4	$269K	Buy	+5,288	New	+$259K	0.15%	61

Other funds holding IP

Wellington Management Group

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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