Lehman Financial Resources’s International Paper IP Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-211	Closed	-$7K	–	195
2015 Q3	$7K	Hold	211	–	–	﹤0.01%	338
2015 Q2	$9K	Hold	211	–	–	﹤0.01%	320
2015 Q1	$11K	Buy	+211	New	+$10.9K	0.01%	307
2014 Q4	–	Sell	-211	Closed	-$10K	–	415
2014 Q3	$10K	Sell	211 -3	-1%	-$138	0.01%	302
2014 Q2	$10K	Buy	+214	New	+$9.38K	﹤0.01%	292

Other funds holding IP

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's IP Position: Q4 2015 in Review

Lehman Financial Resources sold out of International Paper (IP) in Q4 2015, closing a stake of 211 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in IP in Q2 2014 and held it in 5 quarters. The position peaked at $11K in Q1 2015. 711 funds tracked by Wall St. Rank hold IP as of Q4 2015.

Lehman Financial Resources reported no remaining International Paper position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 211 International Paper shares in Q4 2015, an estimated $7K.
Lehman Financial Resources first reported a position in International Paper in Q2 2014 and held it in 5 quarters.
Lehman Financial Resources's International Paper position peaked at $11K in Q1 2015.
711 funds tracked by Wall St. Rank held International Paper as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.