Mosaic Family Wealth’s International Paper IP Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-2,218	Closed	-$97K	–	380
2019 Q1	$97K	Buy	2,218 +317	+17%	+$13.7K	0.04%	238
2018 Q4	$73K	Hold	1,901	–	–	0.03%	270
2018 Q3	$83K	Sell	1,901 -105	-5%	-$5.21K	0.03%	253
2018 Q2	$99K	Hold	2,006	–	–	0.04%	228
2018 Q1	$102K	Sell	2,006 -845	-30%	-$46.9K	0.04%	220
2017 Q4	$156K	Sell	2,851 -9,610	-77%	-$516K	0.06%	193
2017 Q3	$671K	Buy	12,461 +11,299	+972%	+$594K	0.26%	71
2017 Q2	$62K	Hold	1,162	–	–	0.03%	298
2017 Q1	$56K	Hold	1,162	–	–	0.02%	305
2016 Q4	$58K	Sell	1,162 -1,315	-53%	-$60.8K	0.03%	302
2016 Q3	$113K	Sell	2,477 -11,816	-83%	-$521K	0.05%	244
2016 Q2	$574K	Buy	14,293 +626	+5%	+$24.9K	0.28%	68
2016 Q1	$531K	Sell	13,667 -107	-0.8%	-$3.73K	0.26%	75
2015 Q4	$491K	Buy	+13,774	New	+$530K	0.22%	82

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth's IP Position: Q2 2019 in Review

Mosaic Family Wealth sold out of International Paper (IP) in Q2 2019, closing a stake of 2,218 shares — an estimated $97K sold.

Mosaic Family Wealth first reported a position in IP in Q4 2015 and held it in 14 quarters. The position peaked at $671K in Q3 2017. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

Mosaic Family Wealth reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 2,218 International Paper shares in Q2 2019, an estimated $97K.
Mosaic Family Wealth first reported a position in International Paper in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's International Paper position peaked at $671K in Q3 2017.
867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.