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Longer Investments’s International Paper IP Stock Holding History

Longer Investments’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
-38,995
Closed -$1.77M – 42
2016
Q3 		$1.77M Buy
+38,995
New +$1.72M 1.54% 25
2014
Q4 		– Sell
-35,915
Closed -$1.62M – 45
2014
Q3 		$1.62M Buy
+35,915
New +$1.65M 1.31% 29

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 $3.37T AUM 44.26% 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

Longer Investments's IP Position: Q4 2016 in Review

Longer Investments sold out of International Paper (IP) in Q4 2016, closing a stake of 38,995 shares — an estimated $1.77M sold.

Longer Investments first reported a position in IP in Q3 2014 and held it in 2 quarters. The position peaked at $1.77M in Q3 2016. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

  • Longer Investments reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
  • Longer Investments sold 38,995 International Paper shares in Q4 2016, an estimated $1.77M.
  • Longer Investments first reported a position in International Paper in Q3 2014 and held it in 2 quarters.
  • Longer Investments's International Paper position peaked at $1.77M in Q3 2016.
  • 796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Longer Investments's 13F filing for Q4 2016, filed 18 Jan 2017.