ProVise Management Group’s International Paper IP Stock Holding History

ProVise Management Group’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
2016 Q4	–	Sell	-7,831	Closed	-$356K	–	335
2016 Q3	$356K	Buy	+7,831	New	+$345K	0.06%	238
2015 Q2	–	Sell	-10,454	Closed	-$549K	–	298
2015 Q1	$549K	Hold	10,454	–	–	0.12%	176
2014 Q4	$530K	Hold	10,454	–	–	0.11%	180
2014 Q3	$473K	Sell	10,454 -147	-1%	-$6.77K	0.1%	209
2014 Q2	$500K	Buy	10,601 +107	+1%	+$4.69K	0.11%	206
2014 Q1	$450K	Sell	10,494 -1,927	-16%	-$85.7K	0.11%	190
2013 Q4	$569K	Buy	+12,421	New	+$532K	0.15%	165

Other funds holding IP

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ProVise Management Group's IP Position: Q4 2016 in Review

ProVise Management Group sold out of International Paper (IP) in Q4 2016, closing a stake of 7,831 shares — an estimated $356K sold.

ProVise Management Group first reported a position in IP in Q4 2013 and held it in 7 quarters. The position peaked at $569K in Q4 2013. 796 funds tracked by Wall St. Rank hold IP as of Q4 2016.

ProVise Management Group reported no remaining International Paper position as of Q4 2016 after selling out during the quarter.
ProVise Management Group sold 7,831 International Paper shares in Q4 2016, an estimated $356K.
ProVise Management Group first reported a position in International Paper in Q4 2013 and held it in 7 quarters.
ProVise Management Group's International Paper position peaked at $569K in Q4 2013.
796 funds tracked by Wall St. Rank held International Paper as of Q4 2016.

Based on ProVise Management Group's 13F filing for Q4 2016, filed 8 Feb 2017.