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Regal Investment Advisors’s International Paper IP Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-1,214
Closed -$43K – 572
2015
Q3 		$43K Hold
1,214
– – 0.01% 451
2015
Q2 		$54K Buy
1,214
+528
+77% +$26.2K 0.01% 410
2015
Q1 		$36K Buy
+686
New +$35.6K 0.01% 469
2014
Q4 		– Sell
-1,267
Closed -$57K – 962
2014
Q3 		$57K Sell
1,267
-18
-1% -$829 0.02% 391
2014
Q2 		$61K Buy
1,285
+1,071
+500% +$47K 0.02% 347
2014
Q1 		$9K Hold
214
– – ﹤0.01% 658
2013
Q4 		$10K Hold
214
– – 0.01% 589
2013
Q3 		$9K Hold
214
– – 0.01% 614
2013
Q2 		$9K Buy
+214
New +$9.25K 0.01% 610

Other funds holding IP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's IP Position: Q4 2015 in Review

Regal Investment Advisors sold out of International Paper (IP) in Q4 2015, closing a stake of 1,214 shares — an estimated $43K sold.

Regal Investment Advisors first reported a position in IP in Q2 2013 and held it in 9 quarters. The position peaked at $61K in Q2 2014. 711 funds tracked by Wall St. Rank hold IP as of Q4 2015.

  • Regal Investment Advisors reported no remaining International Paper position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,214 International Paper shares in Q4 2015, an estimated $43K.
  • Regal Investment Advisors first reported a position in International Paper in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's International Paper position peaked at $61K in Q2 2014.
  • 711 funds tracked by Wall St. Rank held International Paper as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.