Joel Isaacson & Co’s International Paper IP Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-138	Closed	-$7K	–	342
2016 Q4	$7K	Hold	138	–	–	﹤0.01%	539
2016 Q3	$6K	Hold	138	–	–	﹤0.01%	597
2016 Q2	$6K	Hold	138	–	–	﹤0.01%	596
2016 Q1	$5K	Hold	138	–	–	﹤0.01%	651
2015 Q4	$5K	Sell	138 -34	-20%	-$1.31K	﹤0.01%	615
2015 Q3	$6K	Hold	172	–	–	﹤0.01%	613
2015 Q2	$8K	Hold	172	–	–	﹤0.01%	616
2015 Q1	$9K	Buy	172 +138	+406%	+$7.16K	﹤0.01%	581
2014 Q4	$2K	Hold	34	–	–	﹤0.01%	583
2014 Q3	$2K	Buy	+34	New	+$1.56K	﹤0.01%	570
2014 Q1	–	Sell	-428	Closed	-$20K	–	576
2013 Q4	$20K	Buy	+428	New	+$18.3K	0.01%	377

Other funds holding IP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Joel Isaacson & Co's IP Position: Q1 2017 in Review

Joel Isaacson & Co sold out of International Paper (IP) in Q1 2017, closing a stake of 138 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in IP in Q4 2013 and held it in 11 quarters. The position peaked at $20K in Q4 2013. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

Joel Isaacson & Co reported no remaining International Paper position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 138 International Paper shares in Q1 2017, an estimated $7K.
Joel Isaacson & Co first reported a position in International Paper in Q4 2013 and held it in 11 quarters.
Joel Isaacson & Co's International Paper position peaked at $20K in Q4 2013.
792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.