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Lenox Wealth Management’s International Paper IP Stock Holding History

Lenox 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
2019
Q2 		– Sell
-422
Closed -$19K – 694
2019
Q1 		$19K Buy
+422
New +$18.3K 0.01% 357

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State Street
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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

Lenox Wealth Management's IP Position: Q2 2019 in Review

Lenox Wealth Management sold out of International Paper (IP) in Q2 2019, closing a stake of 422 shares — an estimated $19K sold.

Lenox Wealth Management first reported a position in IP in Q1 2019 and held it in 1 quarter. The position peaked at $19K in Q1 2019. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • Lenox Wealth Management reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 422 International Paper shares in Q2 2019, an estimated $19K.
  • Lenox Wealth Management first reported a position in International Paper in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's International Paper position peaked at $19K in Q1 2019.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.