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Squar Milner Financial Services’s International Paper IP Stock Holding History

Squar Milner 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
2019
Q2 		– Sell
-153
Closed -$6K – 837
2019
Q1 		$6K Buy
+153
New +$6.63K ﹤0.01% 627
2018
Q3 		– Sell
-2,534
Closed -$125K – 812
2018
Q2 		$125K Buy
+2,534
New +$129K 0.11% 220

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's IP Position: Q2 2019 in Review

Squar Milner Financial Services sold out of International Paper (IP) in Q2 2019, closing a stake of 153 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in IP in Q2 2018 and held it in 2 quarters. The position peaked at $125K in Q2 2018. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • Squar Milner Financial Services reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 153 International Paper shares in Q2 2019, an estimated $6K.
  • Squar Milner Financial Services first reported a position in International Paper in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's International Paper position peaked at $125K in Q2 2018.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.