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Omnia Family Wealth’s International Paper IP Stock Holding History

Omnia Family Wealth’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
2018
Q4 		– Sell
-38
Closed -$2K – 588
2018
Q3 		$2K Hold
38
– – ﹤0.01% 454
2018
Q2 		$2K Hold
38
– – ﹤0.01% 434
2018
Q1 		$2K Hold
38
– – ﹤0.01% 447
2017
Q4 		$2K Hold
38
– – ﹤0.01% 455
2017
Q3 		$2K Sell
38
-104
-73% -$5.47K ﹤0.01% 466
2017
Q2 		$8K Hold
142
– – ﹤0.01% 317
2017
Q1 		$7K Hold
142
– – ﹤0.01% 333
2016
Q4 		$7K Buy
+142
New +$6.57K ﹤0.01% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Omnia Family Wealth's IP Position: Q4 2018 in Review

Omnia Family Wealth sold out of International Paper (IP) in Q4 2018, closing a stake of 38 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in IP in Q4 2016 and held it in 8 quarters. The position peaked at $8K in Q2 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • Omnia Family Wealth reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 38 International Paper shares in Q4 2018, an estimated $2K.
  • Omnia Family Wealth first reported a position in International Paper in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's International Paper position peaked at $8K in Q2 2017.
  • 870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.