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Legacy Financial Advisors’s International Paper IP Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-158
Closed -$7K – 493
2019
Q1 		$7K Buy
158
+41
+35% +$1.78K ﹤0.01% 695
2018
Q4 		$4K Sell
117
-25
-18% -$1.05K ﹤0.01% 775
2018
Q3 		$6K Hold
142
– – ﹤0.01% 652
2018
Q2 		$7K Buy
142
+32
+29% +$1.64K ﹤0.01% 628
2018
Q1 		$5K Buy
110
+51
+86% +$2.83K ﹤0.01% 639
2017
Q4 		$3K Buy
+59
New +$3.17K ﹤0.01% 698

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's IP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of International Paper (IP) in Q2 2019, closing a stake of 158 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in IP in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 158 International Paper shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in International Paper in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's International Paper position peaked at $7K in Q1 2019.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.