MinichMacGregor Wealth Management’s International Paper IP Stock Holding History

MinichMacGregor Wealth Management’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	-407	Closed	-$19K	–	284
2018 Q3	$19K	Sell	407 -352	-46%	-$17.5K	0.01%	224
2018 Q2	$37K	Sell	759 -45	-6%	-$2.3K	0.03%	133
2018 Q1	$40K	Buy	804 +46	+6%	+$2.56K	0.03%	126
2017 Q4	$41K	Buy	758 +1	+0.1%	+$54	0.03%	124
2017 Q3	$40K	Hold	757	–	–	0.03%	121
2017 Q2	$40K	Hold	757	–	–	0.03%	110
2017 Q1	$36K	Buy	757 +1	+0.1%	+$50	0.03%	122
2016 Q4	$38K	Hold	756	–	–	0.04%	127
2016 Q3	$34K	Buy	756 +1	+0.1%	+$44	0.03%	145
2016 Q2	$30K	Hold	755	–	–	0.03%	142
2016 Q1	$29K	Sell	755 -30	-4%	-$1.04K	0.03%	142
2015 Q4	$38K	Buy	+785	New	+$30.2K	0.04%	121

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

MinichMacGregor Wealth Management's IP Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of International Paper (IP) in Q4 2018, closing a stake of 407 shares — an estimated $19K sold.

MinichMacGregor Wealth Management first reported a position in IP in Q4 2015 and held it in 12 quarters. The position peaked at $41K in Q4 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 407 International Paper shares in Q4 2018, an estimated $19K.
MinichMacGregor Wealth Management first reported a position in International Paper in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's International Paper position peaked at $41K in Q4 2017.
870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.