MHI Funds’s International Paper IP Stock Holding History

MHI Funds’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 Q4	–	Sell	-43,047	Closed	-$2M	–	98
2018 Q3	$2M	Sell	43,047 -443	-1%	-$22K	1.69%	36
2018 Q2	$2.15M	Buy	+43,490	New	+$2.22M	1.84%	30
2018 Q1	–	Sell	-52,406	Closed	-$2.88M	–	100
2017 Q4	$2.88M	Buy	+52,406	New	+$2.81M	2.49%	13

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MHI Funds's IP Position: Q4 2018 in Review

MHI Funds sold out of International Paper (IP) in Q4 2018, closing a stake of 43,047 shares — an estimated $2M sold.

MHI Funds first reported a position in IP in Q4 2017 and held it in 3 quarters. The position peaked at $2.88M in Q4 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

MHI Funds reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
MHI Funds sold 43,047 International Paper shares in Q4 2018, an estimated $2M.
MHI Funds first reported a position in International Paper in Q4 2017 and held it in 3 quarters.
MHI Funds's International Paper position peaked at $2.88M in Q4 2017.
870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on MHI Funds's 13F filing for Q4 2018, filed 31 Jan 2019.