LA
IP icon

Lucus Advisors’s International Paper IP Stock Holding History

Lucus 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
2016
Q4 		– Sell
-8,743
Closed -$397K – 102
2016
Q3 		$397K Buy
+8,743
New +$385K 0.34% 79
2016
Q2 		– Sell
-13,376
Closed -$520K – 275
2016
Q1 		$520K Buy
13,376
+1,022
+8% +$35.6K 0.31% 149
2015
Q4 		$441K Buy
12,354
+916
+8% +$35.2K 0.27% 117
2015
Q3 		$409K Buy
11,438
+955
+9% +$40.5K 0.23% 257
2015
Q2 		$472K Buy
10,483
+541
+5% +$26.8K 0.23% 266
2015
Q1 		$522K Buy
9,942
+807
+9% +$41.9K 0.27% 110
2014
Q4 		$464K Buy
+9,135
New +$447K 0.21% 180

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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return