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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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lucus Advisors's IP Position: Q4 2016 in Review

Lucus Advisors sold out of International Paper (IP) in Q4 2016, closing a stake of 8,743 shares — an estimated $397K sold.

Lucus Advisors first reported a position in IP in Q4 2014 and held it in 7 quarters. The position peaked at $522K in Q1 2015. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

  • Lucus Advisors reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 8,743 International Paper shares in Q4 2016, an estimated $397K.
  • Lucus Advisors first reported a position in International Paper in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's International Paper position peaked at $522K in Q1 2015.
  • 796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.