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Klingman & Associates’s International Paper IP Stock Holding History

Klingman & 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
2016
Q4 		– Sell
-657
Closed -$30K – 206
2016
Q3 		$30K Buy
657
+235
+56% +$10.4K 0.01% 228
2016
Q2 		$17K Hold
422
– – 0.01% 272
2016
Q1 		$16K Hold
422
– – 0.01% 273
2015
Q4 		$15K Hold
422
– – 0.01% 286
2015
Q3 		$15K Hold
422
– – 0.01% 285
2015
Q2 		$19K Hold
422
– – 0.01% 262
2015
Q1 		$22K Hold
422
– – 0.01% 229
2014
Q4 		$21K Buy
+422
New +$20.7K 0.01% 233

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Klingman & Associates's IP Position: Q4 2016 in Review

Klingman & Associates sold out of International Paper (IP) in Q4 2016, closing a stake of 657 shares — an estimated $30K sold.

Klingman & Associates first reported a position in IP in Q4 2014 and held it in 8 quarters. The position peaked at $30K in Q3 2016. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

  • Klingman & Associates reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 657 International Paper shares in Q4 2016, an estimated $30K.
  • Klingman & Associates first reported a position in International Paper in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's International Paper position peaked at $30K in Q3 2016.
  • 796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.