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Mechanics Bank - Trust Department’s International Paper IP Stock Holding History

Mechanics Bank - Trust Department’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
2017
Q4 		– Sell
-4,268
Closed -$230K – 161
2017
Q3 		$230K Sell
4,268
-449
-10% -$23.6K 0.05% 147
2017
Q2 		$253K Buy
4,717
+27
+0.6% +$1.36K 0.06% 152
2017
Q1 		$226K Buy
+4,690
New +$235K 0.06% 156

Other funds holding IP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Mechanics Bank - Trust Department's IP Position: Q4 2017 in Review

Mechanics Bank - Trust Department sold out of International Paper (IP) in Q4 2017, closing a stake of 4,268 shares — an estimated $230K sold.

Mechanics Bank - Trust Department first reported a position in IP in Q1 2017 and held it in 3 quarters. The position peaked at $253K in Q2 2017. 896 funds tracked by Wall St. Rank hold IP as of Q4 2017.

  • Mechanics Bank - Trust Department reported no remaining International Paper position as of Q4 2017 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 4,268 International Paper shares in Q4 2017, an estimated $230K.
  • Mechanics Bank - Trust Department first reported a position in International Paper in Q1 2017 and held it in 3 quarters.
  • Mechanics Bank - Trust Department's International Paper position peaked at $253K in Q2 2017.
  • 896 funds tracked by Wall St. Rank held International Paper as of Q4 2017.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2017, filed 29 Jan 2018.