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Kelman-Lazarov Inc’s International Paper IP Stock Holding History

Kelman-Lazarov Inc’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
-739
Closed -$37.1K – 167
2016
Q4 		$37.1K Hold
739
– – 0.02% 183
2016
Q3 		$33K Sell
739
-834
-53% -$36.8K 0.02% 206
2016
Q2 		$63.6K Hold
1,573
– – 0.04% 161
2016
Q1 		$61K Buy
+1,573
New +$54.8K 0.04% 172

Other funds holding IP

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kelman-Lazarov Inc's IP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of International Paper (IP) in Q1 2017, closing a stake of 739 shares — an estimated $37.1K sold.

Kelman-Lazarov Inc first reported a position in IP in Q1 2016 and held it in 4 quarters. The position peaked at $63.6K in Q2 2016. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining International Paper position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 739 International Paper shares in Q1 2017, an estimated $37.1K.
  • Kelman-Lazarov Inc first reported a position in International Paper in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's International Paper position peaked at $63.6K in Q2 2016.
  • 792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.