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JNBA Financial Advisors’s International Paper IP Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-90
Closed -$4K – 626
2018
Q3 		$4K Buy
+90
New +$4.46K ﹤0.01% 438
2016
Q4 		– Sell
-898
Closed -$41K – 889
2016
Q3 		$41K Buy
+898
New +$39.6K 0.01% 582
2015
Q4 		– Sell
-528
Closed -$19K – 530
2015
Q3 		$19K Buy
+528
New +$22.4K 0.01% 288

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JNBA Financial Advisors's IP Position: Q4 2018 in Review

JNBA Financial Advisors sold out of International Paper (IP) in Q4 2018, closing a stake of 90 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in IP in Q3 2015 and held it in 3 quarters. The position peaked at $41K in Q3 2016. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • JNBA Financial Advisors reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 90 International Paper shares in Q4 2018, an estimated $4K.
  • JNBA Financial Advisors first reported a position in International Paper in Q3 2015 and held it in 3 quarters.
  • JNBA Financial Advisors's International Paper position peaked at $41K in Q3 2016.
  • 870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.