RWA Wealth Partners’s International Paper IP Stock Holding History

RWA Wealth Partners’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 Q4	–	Sell	-52,271	Closed	-$2.43M	–	235
2018 Q3	$2.43M	Buy	52,271 +2,303	+5%	+$114K	0.27%	85
2018 Q2	$2.46M	Buy	49,968 +1,009	+2%	+$51.5K	0.28%	87
2018 Q1	$2.48M	Sell	48,959 -16,314	-25%	-$906K	0.32%	78
2017 Q4	$3.58M	Buy	65,273 +242	+0.4%	+$13K	0.4%	67
2017 Q3	$3.5M	Buy	65,031 +325	+0.5%	+$17.1K	0.39%	72
2017 Q2	$3.47M	Buy	64,706 +2,647	+4%	+$134K	0.43%	61
2017 Q1	$2.98M	Buy	+62,059	New	+$3.11M	0.39%	68

Other funds holding IP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

RWA Wealth Partners's IP Position: Q4 2018 in Review

RWA Wealth Partners sold out of International Paper (IP) in Q4 2018, closing a stake of 52,271 shares — an estimated $2.43M sold.

RWA Wealth Partners first reported a position in IP in Q1 2017 and held it in 7 quarters. The position peaked at $3.58M in Q4 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

RWA Wealth Partners reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
RWA Wealth Partners sold 52,271 International Paper shares in Q4 2018, an estimated $2.43M.
RWA Wealth Partners first reported a position in International Paper in Q1 2017 and held it in 7 quarters.
RWA Wealth Partners's International Paper position peaked at $3.58M in Q4 2017.
870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on RWA Wealth Partners's 13F filing for Q4 2018, filed 25 Jan 2019.