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Waddell & Reed Financial’s International Paper IP Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-8,678
Closed -$356K – 488
2019
Q2 		$356K Hold
8,678
– – ﹤0.01% 471
2019
Q1 		$380K Sell
8,678
-391
-4% -$16.9K ﹤0.01% 475
2018
Q4 		$347K Buy
9,069
+516
+6% +$21.7K ﹤0.01% 478
2018
Q3 		$398K Buy
8,553
+196
+2% +$9.72K ﹤0.01% 541
2018
Q2 		$412K Buy
8,357
+343
+4% +$17.5K ﹤0.01% 533
2018
Q1 		$405K Sell
8,014
-528,117
-99% -$29.3M ﹤0.01% 522
2017
Q4 		$29.4M Sell
536,131
-346,579
-39% -$18.6M 0.07% 286
2017
Q3 		$47.5M Sell
882,710
-524,832
-37% -$27.6M 0.11% 222
2017
Q2 		$75.5M Sell
1,407,542
-178,095
-11% -$9M 0.17% 157
2017
Q1 		$76.2M Sell
1,585,637
-252,841
-14% -$12.7M 0.16% 162
2016
Q4 		$92.4M Sell
1,838,478
-357,097
-16% -$16.5M 0.2% 138
2016
Q3 		$99.8M Sell
2,195,575
-429,328
-16% -$18.9M 0.21% 132
2016
Q2 		$105M Sell
2,624,903
-801,364
-23% -$31.9M 0.22% 116
2016
Q1 		$133M Buy
3,426,267
+3,320,541
+3,141% +$116M 0.25% 112
2015
Q4 		$3.77M Buy
105,726
+12,628
+14% +$486K 0.01% 521
2015
Q3 		$3.33M Hold
93,098
– – 0.01% 539
2015
Q2 		$4.2M Buy
93,098
+24,490
+36% +$1.21M 0.01% 531
2015
Q1 		$3.6M Hold
68,608
– – 0.01% 521
2014
Q4 		$3.48M Hold
68,608
– – ﹤0.01% 511
2014
Q3 		$3.1M Buy
+68,608
New +$3.16M ﹤0.01% 512

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's IP Position: Q3 2019 in Review

Waddell & Reed Financial sold out of International Paper (IP) in Q3 2019, closing a stake of 8,678 shares — an estimated $356K sold.

Waddell & Reed Financial first reported a position in IP in Q3 2014 and held it in 20 quarters. The position peaked at $133M in Q1 2016. 834 funds tracked by Wall St. Rank hold IP as of Q3 2019.

  • Waddell & Reed Financial reported no remaining International Paper position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 8,678 International Paper shares in Q3 2019, an estimated $356K.
  • Waddell & Reed Financial first reported a position in International Paper in Q3 2014 and held it in 20 quarters.
  • Waddell & Reed Financial's International Paper position peaked at $133M in Q1 2016.
  • 834 funds tracked by Wall St. Rank held International Paper as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.