Nelson Capital Management’s International Paper IP Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-367	Closed	-$15K	–	193
2019 Q3	$15K	Buy	+367	New	+$14.3K	﹤0.01%	231
2019 Q1	–	Sell	-158	Closed	-$6K	–	316
2018 Q4	$6K	Sell	158 -105	-40%	-$4.41K	﹤0.01%	230
2018 Q3	$12K	Hold	263	–	–	﹤0.01%	201
2018 Q2	$13K	Hold	263	–	–	﹤0.01%	186
2018 Q1	$13K	Sell	263 -175	-40%	-$9.72K	﹤0.01%	194
2017 Q4	$24K	Buy	438 +333	+317%	+$17.9K	0.01%	191
2017 Q3	$6K	Hold	105	–	–	﹤0.01%	219
2017 Q2	$5K	Sell	105 -423	-80%	-$21.4K	﹤0.01%	238
2017 Q1	$25K	Hold	528	–	–	0.01%	176
2016 Q4	$27K	Hold	528	–	–	0.01%	159
2016 Q3	$24K	Hold	528	–	–	0.01%	168
2016 Q2	$21K	Hold	528	–	–	0.01%	170
2016 Q1	$21K	Hold	528	–	–	0.01%	163
2015 Q4	$19K	Hold	528	–	–	0.01%	170
2015 Q3	$19K	Hold	528	–	–	0.01%	170
2015 Q2	$24K	Hold	528	–	–	0.01%	170
2015 Q1	$28K	Hold	528	–	–	0.01%	160
2014 Q4	$27K	Hold	528	–	–	0.01%	157
2014 Q3	$24K	Sell	528 -7	-1%	-$322	0.01%	171
2014 Q2	$25K	Buy	+535	New	+$23.5K	0.01%	165

Other funds holding IP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nelson Capital Management's IP Position: Q4 2019 in Review

Nelson Capital Management sold out of International Paper (IP) in Q4 2019, closing a stake of 367 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in IP in Q2 2014 and held it in 20 quarters. The position peaked at $28K in Q1 2015. 874 funds tracked by Wall St. Rank hold IP as of Q4 2019.

Nelson Capital Management reported no remaining International Paper position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 367 International Paper shares in Q4 2019, an estimated $15K.
Nelson Capital Management first reported a position in International Paper in Q2 2014 and held it in 20 quarters.
Nelson Capital Management's International Paper position peaked at $28K in Q1 2015.
874 funds tracked by Wall St. Rank held International Paper as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.