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Ken Stern & Associates’s International Paper IP Stock Holding History

Ken Stern & Associates’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
2015
Q1 		– Sell
-12,981
Closed -$657K – 83
2014
Q4 		$657K Buy
+12,981
New +$635K 0.51% 48

Other funds holding IP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ken Stern & Associates's IP Position: Q1 2015 in Review

Ken Stern & Associates sold out of International Paper (IP) in Q1 2015, closing a stake of 12,981 shares — an estimated $657K sold.

Ken Stern & Associates first reported a position in IP in Q4 2014 and held it in 1 quarter. The position peaked at $657K in Q4 2014. 765 funds tracked by Wall St. Rank hold IP as of Q1 2015.

  • Ken Stern & Associates reported no remaining International Paper position as of Q1 2015 after selling out during the quarter.
  • Ken Stern & Associates sold 12,981 International Paper shares in Q1 2015, an estimated $657K.
  • Ken Stern & Associates first reported a position in International Paper in Q4 2014 and held it in 1 quarter.
  • Ken Stern & Associates's International Paper position peaked at $657K in Q4 2014.
  • 765 funds tracked by Wall St. Rank held International Paper as of Q1 2015.

Based on Ken Stern & Associates's 13F filing for Q1 2015, filed 17 Nov 2015.