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Waverton Investment Management’s International Paper IP Stock Holding History

Waverton Investment Management’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
Q4 		– Sell
-16,275
Closed -$645K – 57
2019
Q3 		$645K Sell
16,275
-2,187
-12% -$85.5K 0.03% 69
2019
Q2 		$757K Buy
18,462
+1,555
+9% +$65.8K 0.04% 69
2019
Q1 		$741K Sell
16,907
-978
-5% -$42.4K 0.04% 67
2018
Q4 		$684K Buy
17,885
+1,186
+7% +$49.8K 0.04% 62
2018
Q3 		$777K Hold
16,699
– – 0.04% 61
2018
Q2 		$824K Buy
16,699
+844
+5% +$43.1K 0.05% 59
2018
Q1 		$802K Buy
15,855
+994
+7% +$55.2K 0.05% 64
2017
Q4 		$815K Buy
14,861
+2,306
+18% +$124K 0.05% 63
2017
Q3 		$676K Sell
12,555
-3,042
-20% -$160K 0.04% 67
2017
Q2 		$836K Buy
15,597
+209
+1% +$10.6K 0.05% 59
2017
Q1 		$740K Sell
15,388
-146,813
-91% -$7.36M 0.05% 80
2016
Q4 		$8.15M Buy
162,201
+12,570
+8% +$581K 0.53% 36
2016
Q3 		$6.8M Buy
149,631
+63,772
+74% +$2.81M 0.46% 44
2016
Q2 		$3.45M Sell
85,859
-46,834
-35% -$1.86M 0.26% 54
2016
Q1 		$5.16M Sell
132,693
-187,616
-59% -$6.53M 0.39% 43
2015
Q4 		$11.4M Sell
320,309
-102,200
-24% -$3.93M 0.86% 28
2015
Q3 		$15.1M Sell
422,509
-228,508
-35% -$9.68M 1.21% 26
2015
Q2 		$29.3M Sell
651,017
-102,329
-14% -$5.07M 2.17% 15
2015
Q1 		$39.6M Buy
753,346
+4,188
+0.6% +$217K 2.84% 12
2014
Q4 		$38M Buy
749,158
+60,298
+9% +$2.95M 2.63% 13
2014
Q3 		$31.1M Buy
688,860
+447,516
+185% +$20.6M 2.14% 15
2014
Q2 		$11.4M Buy
241,344
+198,095
+458% +$8.69M 0.74% 36
2014
Q1 		$1.85M Buy
43,249
+428
+1% +$19K 0.09% 142
2013
Q4 		$1.96M Hold
42,821
– – 0.1% 141
2013
Q3 		$1.79M Buy
+42,821
New +$1.91M 0.11% 152

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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverton Investment Management's IP Position: Q4 2019 in Review

Waverton Investment Management sold out of International Paper (IP) in Q4 2019, closing a stake of 16,275 shares — an estimated $645K sold.

Waverton Investment Management first reported a position in IP in Q3 2013 and held it in 25 quarters. The position peaked at $39.6M in Q1 2015. 873 funds tracked by Wall St. Rank hold IP as of Q4 2019.

  • Waverton Investment Management reported no remaining International Paper position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 16,275 International Paper shares in Q4 2019, an estimated $645K.
  • Waverton Investment Management first reported a position in International Paper in Q3 2013 and held it in 25 quarters.
  • Waverton Investment Management's International Paper position peaked at $39.6M in Q1 2015.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.