New York Life Trust’s International Paper IP Stock Holding History

New York Life Trust’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 Q1	–	Sell	-648	Closed	-$33K	–	216
2016 Q4	$33K	Buy	+648	New	+$30K	0.16%	159
2016 Q1	–	Sell	-231	Closed	-$8K	–	265
2015 Q4	$8K	Buy	+231	New	+$8.89K	0.03%	205
2015 Q3	–	Sell	-2,467	Closed	-$111K	–	219
2015 Q2	$111K	Sell	2,467 -54	-2%	-$2.68K	0.46%	87
2015 Q1	$132K	Buy	+2,521	New	+$131K	0.53%	67
2013 Q3	–	Sell	-782	Closed	-$32K	–	212
2013 Q2	$32K	Buy	+782	New	+$33.8K	0.15%	160

Other funds holding IP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

New York Life Trust's IP Position: Q1 2017 in Review

New York Life Trust sold out of International Paper (IP) in Q1 2017, closing a stake of 648 shares — an estimated $33K sold.

New York Life Trust first reported a position in IP in Q2 2013 and held it in 5 quarters. The position peaked at $132K in Q1 2015. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

New York Life Trust reported no remaining International Paper position as of Q1 2017 after selling out during the quarter.
New York Life Trust sold 648 International Paper shares in Q1 2017, an estimated $33K.
New York Life Trust first reported a position in International Paper in Q2 2013 and held it in 5 quarters.
New York Life Trust's International Paper position peaked at $132K in Q1 2015.
792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.