NWM
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Northwest Wealth Management’s International Paper IP Stock Holding History

Northwest 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
2019
Q2 		– Sell
-1,399
Closed -$61K – 300
2019
Q1 		$61K Sell
1,399
-1,056
-43% -$45.8K 0.05% 203
2018
Q4 		$94K Hold
2,455
– – 0.08% 155
2018
Q3 		$114K Hold
2,455
– – 0.09% 141
2018
Q2 		$121K Hold
2,455
– – 0.09% 135
2018
Q1 		$124K Buy
+2,455
New +$136K 0.09% 136

Other funds holding IP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Wealth Management's IP Position: Q2 2019 in Review

Northwest Wealth Management sold out of International Paper (IP) in Q2 2019, closing a stake of 1,399 shares — an estimated $61K sold.

Northwest Wealth Management first reported a position in IP in Q1 2018 and held it in 5 quarters. The position peaked at $124K in Q1 2018. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • Northwest Wealth Management reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,399 International Paper shares in Q2 2019, an estimated $61K.
  • Northwest Wealth Management first reported a position in International Paper in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's International Paper position peaked at $124K in Q1 2018.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.