Rockefeller Financial Services’s International Paper IP Stock Holding History

Rockefeller Financial 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
2017 Q4	$5K	Hold	84	–	–	﹤0.01%	503
2017 Q3	$5K	Hold	84	–	–	﹤0.01%	513
2017 Q2	$5K	Hold	84	–	–	﹤0.01%	433
2017 Q1	$4K	Hold	84	–	–	﹤0.01%	456
2016 Q4	$4K	Hold	84	–	–	﹤0.01%	492
2016 Q3	$4K	Hold	84	–	–	﹤0.01%	443
2016 Q2	$3K	Hold	84	–	–	﹤0.01%	459
2016 Q1	$3K	Hold	84	–	–	﹤0.01%	592
2015 Q4	$3K	Hold	84	–	–	﹤0.01%	517
2015 Q3	$3K	Hold	84	–	–	﹤0.01%	497
2015 Q2	$4K	Hold	84	–	–	﹤0.01%	447
2015 Q1	$4K	Hold	84	–	–	﹤0.01%	501
2014 Q4	$4K	Hold	84	–	–	﹤0.01%	463
2014 Q3	$4K	Sell	84 -2	-2%	-$92	﹤0.01%	468
2014 Q2	$4K	Buy	+86	New	+$3.77K	﹤0.01%	539
2014 Q1	–	Sell	-86	Closed	-$4K	–	521
2013 Q4	$4K	Hold	86	–	–	﹤0.01%	483
2013 Q3	$4K	Hold	86	–	–	﹤0.01%	486
2013 Q2	$4K	Buy	+86	New	+$3.72K	﹤0.01%	484

Other funds holding IP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Rockefeller Financial Services's IP Position: Q4 2017 in Review

Rockefeller Financial Services held its International Paper (IP) position steady in Q4 2017 at 84 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Rockefeller Financial Services first reported a position in IP in Q2 2013 and has held it in 18 quarters since. 896 funds tracked by Wall St. Rank hold IP as of Q4 2017.

Rockefeller Financial Services held 84 shares of International Paper worth $5K as of Q4 2017.
Rockefeller Financial Services left its International Paper share count unchanged in Q4 2017.
International Paper made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #503 holding.
Rockefeller Financial Services first reported a position in International Paper in Q2 2013 and has held it in 18 quarters since.
896 funds tracked by Wall St. Rank held International Paper as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.