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US Financial Advisors’s International Paper IP Stock Holding History

US Financial 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
2016
Q1 		– Sell
-317
Closed -$11K – 546
2015
Q4 		$11K Buy
317
+296
+1,410% +$11.4K 0.01% 305
2015
Q3 		$1K Buy
+21
New +$890 ﹤0.01% 483

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

US Financial Advisors's IP Position: Q1 2016 in Review

US Financial Advisors sold out of International Paper (IP) in Q1 2016, closing a stake of 317 shares — an estimated $11K sold.

US Financial Advisors first reported a position in IP in Q3 2015 and held it in 2 quarters. The position peaked at $11K in Q4 2015. 717 funds tracked by Wall St. Rank hold IP as of Q1 2016.

  • US Financial Advisors reported no remaining International Paper position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 317 International Paper shares in Q1 2016, an estimated $11K.
  • US Financial Advisors first reported a position in International Paper in Q3 2015 and held it in 2 quarters.
  • US Financial Advisors's International Paper position peaked at $11K in Q4 2015.
  • 717 funds tracked by Wall St. Rank held International Paper as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.