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Simply Money Advisors’s International Paper IP Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-111
Closed -$5K – 233
2013
Q2 		$5K Buy
+111
New +$4.8K ﹤0.01% 251

Other funds holding IP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simply Money Advisors's IP Position: Q3 2013 in Review

Simply Money Advisors sold out of International Paper (IP) in Q3 2013, closing a stake of 111 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in IP in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 600 funds tracked by Wall St. Rank hold IP as of Q3 2013.

  • Simply Money Advisors reported no remaining International Paper position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 111 International Paper shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in International Paper in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's International Paper position peaked at $5K in Q2 2013.
  • 600 funds tracked by Wall St. Rank held International Paper as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.