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McKinley Carter Wealth Services’s International Paper IP Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-237
Closed -$12K – 268
2018
Q1 		$12K Buy
+237
New +$13.2K ﹤0.01% 367

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McKinley Carter Wealth Services's IP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of International Paper (IP) in Q2 2018, closing a stake of 237 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in IP in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 882 funds tracked by Wall St. Rank hold IP as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 237 International Paper shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in International Paper in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's International Paper position peaked at $12K in Q1 2018.
  • 882 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.