Partnervest Advisory Services’s International Paper IP Stock Holding History

Partnervest Advisory Services’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 Q1	–	Sell	-10,128	Closed	-$387K	–	260
2018 Q4	$387K	Sell	10,128 -131	-1%	-$5.5K	0.19%	111
2018 Q3	$477K	Buy	10,259 +1	+0%	+$50	0.19%	109
2018 Q2	$506K	Buy	10,258 +1	+0%	+$51	0.23%	84
2018 Q1	$519K	Sell	10,257 -500	-5%	-$27.8K	0.25%	86
2017 Q4	$590K	Sell	10,757 -160	-1%	-$8.59K	0.29%	75
2017 Q3	$587K	Buy	10,917 +161	+1%	+$8.47K	0.29%	76
2017 Q2	$577K	Buy	10,756 +529	+5%	+$26.7K	0.26%	81
2017 Q1	$492K	Buy	10,227 +1,700	+20%	+$85.2K	0.22%	94
2016 Q4	$428K	Buy	8,527 +212	+3%	+$9.8K	0.2%	101
2016 Q3	$378K	Buy	8,315 +952	+13%	+$42K	0.18%	123
2016 Q2	$296K	Buy	7,363 +555	+8%	+$22.1K	0.15%	146
2016 Q1	$265K	Buy	6,808 +766	+13%	+$26.7K	0.14%	150
2015 Q4	$216K	Buy	6,042 +128	+2%	+$4.92K	0.12%	150
2015 Q3	$212K	Sell	5,914 -4,337	-42%	-$184K	0.12%	146
2015 Q2	$462K	Buy	10,251 +2,969	+41%	+$147K	0.23%	80
2015 Q1	$383K	Buy	7,282 +1,060	+17%	+$55K	0.2%	87
2014 Q4	$316K	Buy	6,222 +399	+7%	+$19.5K	0.15%	110
2014 Q3	$263K	Buy	5,823 +482	+9%	+$22.2K	0.14%	122
2014 Q2	$252K	Buy	5,341 +738	+16%	+$32.4K	0.11%	125
2014 Q1	$197K	Buy	4,603 +1,809	+65%	+$80.4K	0.09%	148
2013 Q4	$128K	Buy	2,794 +1,582	+131%	+$67.7K	0.06%	192
2013 Q3	$51K	Sell	1,212 -56	-4%	-$2.49K	0.03%	291
2013 Q2	$52K	Buy	+1,268	New	+$54.8K	0.02%	230

Other funds holding IP

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Partnervest Advisory Services's IP Position: Q1 2019 in Review

Partnervest Advisory Services sold out of International Paper (IP) in Q1 2019, closing a stake of 10,128 shares — an estimated $387K sold.

Partnervest Advisory Services first reported a position in IP in Q2 2013 and held it in 23 quarters. The position peaked at $590K in Q4 2017. 887 funds tracked by Wall St. Rank hold IP as of Q1 2019.

Partnervest Advisory Services reported no remaining International Paper position as of Q1 2019 after selling out during the quarter.
Partnervest Advisory Services sold 10,128 International Paper shares in Q1 2019, an estimated $387K.
Partnervest Advisory Services first reported a position in International Paper in Q2 2013 and held it in 23 quarters.
Partnervest Advisory Services's International Paper position peaked at $590K in Q4 2017.
887 funds tracked by Wall St. Rank held International Paper as of Q1 2019.

Based on Partnervest Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.