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Pathway Financial Advisors’s International Paper IP Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-1,162
Closed -$57K – 228
2018
Q2 		$57K Hold
1,162
– – 0.03% 235
2018
Q1 		$59K Hold
1,162
– – 0.03% 221
2017
Q4 		$64K Buy
+1,162
New +$62.4K 0.04% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisors's IP Position: Q3 2018 in Review

Pathway Financial Advisors sold out of International Paper (IP) in Q3 2018, closing a stake of 1,162 shares — an estimated $57K sold.

Pathway Financial Advisors first reported a position in IP in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q4 2017. 884 funds tracked by Wall St. Rank hold IP as of Q3 2018.

  • Pathway Financial Advisors reported no remaining International Paper position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,162 International Paper shares in Q3 2018, an estimated $57K.
  • Pathway Financial Advisors first reported a position in International Paper in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's International Paper position peaked at $64K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held International Paper as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.