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LBA Wealth Management’s International Paper IP Stock Holding History

LBA Wealth Management’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
Q2 		– Sell
-1,505
Closed -$79K – 322
2015
Q1 		$79K Sell
1,505
-1,235
-45% -$64.1K 0.05% 147
2014
Q4 		$139K Hold
2,740
– – 0.09% 122
2014
Q3 		$124K Buy
+2,740
New +$126K 0.09% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LBA Wealth Management's IP Position: Q2 2015 in Review

LBA Wealth Management sold out of International Paper (IP) in Q2 2015, closing a stake of 1,505 shares — an estimated $79K sold.

LBA Wealth Management first reported a position in IP in Q3 2014 and held it in 3 quarters. The position peaked at $139K in Q4 2014. 771 funds tracked by Wall St. Rank hold IP as of Q2 2015.

  • LBA Wealth Management reported no remaining International Paper position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 1,505 International Paper shares in Q2 2015, an estimated $79K.
  • LBA Wealth Management first reported a position in International Paper in Q3 2014 and held it in 3 quarters.
  • LBA Wealth Management's International Paper position peaked at $139K in Q4 2014.
  • 771 funds tracked by Wall St. Rank held International Paper as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.