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Oakwood Capital Management’s International Paper IP Stock Holding History

Oakwood 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
2017
Q1 		– Sell
-88,120
Closed -$4.43M – 76
2016
Q4 		$4.43M Sell
88,120
-928
-1% -$42.9K 1.13% 39
2016
Q3 		$4.05M Buy
+89,048
New +$3.93M 1.04% 44

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oakwood Capital Management's IP Position: Q1 2017 in Review

Oakwood Capital Management sold out of International Paper (IP) in Q1 2017, closing a stake of 88,120 shares — an estimated $4.43M sold.

Oakwood Capital Management first reported a position in IP in Q3 2016 and held it in 2 quarters. The position peaked at $4.43M in Q4 2016. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

  • Oakwood Capital Management reported no remaining International Paper position as of Q1 2017 after selling out during the quarter.
  • Oakwood Capital Management sold 88,120 International Paper shares in Q1 2017, an estimated $4.43M.
  • Oakwood Capital Management first reported a position in International Paper in Q3 2016 and held it in 2 quarters.
  • Oakwood Capital Management's International Paper position peaked at $4.43M in Q4 2016.
  • 792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on Oakwood Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.