Pinnacle Summer Investments’s International Paper IP Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$166K	Buy	4,646 +2,112	+83%	+$81.3K	0.02%	226
2015 Q3	$93K	Sell	2,534 -1,690	-40%	-$71.6K	0.02%	401
2015 Q2	$191K	Hold	4,224	–	–	0.04%	186
2015 Q1	$221K	Hold	4,224	–	–	0.03%	294
2014 Q4	$211K	Hold	4,224	–	–	0.03%	304
2014 Q3	$191K	Buy	4,224 +3,153	+294%	+$145K	0.02%	332
2014 Q2	$50K	Buy	+1,071	New	+$47K	0.01%	504

Other funds holding IP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Summer Investments's IP Position: Q4 2015 in Review

Pinnacle Summer Investments increased its International Paper (IP) stake by 83% in Q4 2015, buying an estimated $81.3K and bringing the position to 4,646 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #226.

Pinnacle Summer Investments first reported a position in IP in Q2 2014 and has held it in 7 quarters since. The position peaked at $221K in Q1 2015. 711 funds tracked by Wall St. Rank hold IP as of Q4 2015.

Pinnacle Summer Investments held 4,646 shares of International Paper worth $166K as of Q4 2015.
Pinnacle Summer Investments bought 2,112 International Paper shares in Q4 2015, an estimated $81.3K.
International Paper made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #226 holding.
Pinnacle Summer Investments first reported a position in International Paper in Q2 2014 and has held it in 7 quarters since.
Pinnacle Summer Investments's International Paper position peaked at $221K in Q1 2015.
711 funds tracked by Wall St. Rank held International Paper as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.