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UBS’s International Paper IP Stock Holding History

UBS’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
2014
Q3 		$57.8M Sell
1,278,816
-549,119
-30% -$25.3M 0.04% 449
2014
Q2 		$86.2M Sell
1,827,935
-135,133
-7% -$5.93M 0.07% 288
2014
Q1 		$84.1M Buy
1,963,068
+295,964
+18% +$13.2M 0.07% 262
2013
Q4 		$76.3M Sell
1,667,104
-1,551,030
-48% -$66.4M 0.07% 280
2013
Q3 		$135M Buy
3,218,134
+1,090,593
+51% +$48.5M 0.14% 162
2013
Q2 		$88M Buy
+2,127,541
New +$92M 0.1% 199

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

UBS's IP Position: Q3 2014 in Review

UBS increased its International Paper (IP) stake by 19% in Q3 2014, buying an estimated $14.5M and bringing the position to 1,960,846 shares worth $88.6M. The position accounts for 0.07% of the portfolio, ranked #303.

UBS first reported a position in IP in Q2 2013 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold IP as of Q3 2014.

  • UBS held 1,960,846 shares of International Paper worth $88.6M as of Q3 2014.
  • UBS bought 315,940 International Paper shares in Q3 2014, an estimated $14.5M.
  • International Paper made up 0.07% of UBS's portfolio in Q3 2014, its #303 holding.
  • UBS first reported a position in International Paper in Q2 2013 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held International Paper as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.