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Waldron Private Wealth’s International Paper IP Stock Holding History

Waldron Private Wealth’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
-12,962
Closed -$531K – 264
2019
Q2 		$531K Sell
12,962
-1
-0% -$42 0.06% 130
2019
Q1 		$568K Buy
12,963
+38
+0.3% +$1.65K 0.06% 134
2018
Q4 		$494K Buy
+12,925
New +$543K 0.07% 122

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

Waldron Private Wealth's IP Position: Q3 2019 in Review

Waldron Private Wealth sold out of International Paper (IP) in Q3 2019, closing a stake of 12,962 shares — an estimated $531K sold.

Waldron Private Wealth first reported a position in IP in Q4 2018 and held it in 3 quarters. The position peaked at $568K in Q1 2019. 834 funds tracked by Wall St. Rank hold IP as of Q3 2019.

  • Waldron Private Wealth reported no remaining International Paper position as of Q3 2019 after selling out during the quarter.
  • Waldron Private Wealth sold 12,962 International Paper shares in Q3 2019, an estimated $531K.
  • Waldron Private Wealth first reported a position in International Paper in Q4 2018 and held it in 3 quarters.
  • Waldron Private Wealth's International Paper position peaked at $568K in Q1 2019.
  • 834 funds tracked by Wall St. Rank held International Paper as of Q3 2019.

Based on Waldron Private Wealth's 13F filing for Q3 2019, filed 6 Nov 2019.