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Mountain Capital Investment Advisors’s International Paper IP Stock Holding History

Mountain Capital Investment Advisors’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
-614
Closed -$33K – 214
2017
Q3 		$33K Hold
614
– – 0.03% 148
2017
Q2 		$33K Buy
+614
New +$31K 0.03% 163

Other funds holding IP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $247M AUM 20.65% 1-Year Est. Return

Mountain Capital Investment Advisors's IP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of International Paper (IP) in Q4 2017, closing a stake of 614 shares — an estimated $33K sold.

Mountain Capital Investment Advisors first reported a position in IP in Q2 2017 and held it in 2 quarters. The position peaked at $33K in Q3 2017. 896 funds tracked by Wall St. Rank hold IP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining International Paper position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 614 International Paper shares in Q4 2017, an estimated $33K.
  • Mountain Capital Investment Advisors first reported a position in International Paper in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's International Paper position peaked at $33K in Q3 2017.
  • 896 funds tracked by Wall St. Rank held International Paper as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.