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Wealthfront’s International Paper IP Stock Holding History

Wealthfront’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
2018
Q3 		$228K Sell
4,890
-1,355
-22% -$67.2K ﹤0.01% 491
2018
Q2 		$308K Sell
6,245
-115
-2% -$5.88K ﹤0.01% 433
2018
Q1 		$322K Sell
6,360
-917
-13% -$50.9K ﹤0.01% 433
2017
Q4 		$399K Sell
7,277
-130
-2% -$6.98K ﹤0.01% 394
2017
Q3 		$399K Sell
7,407
-1,293
-15% -$68K 0.01% 374
2017
Q2 		$466K Buy
8,700
+2,006
+30% +$101K 0.01% 285
2017
Q1 		$322K Buy
6,694
+816
+14% +$40.9K 0.01% 322
2016
Q4 		$295K Buy
5,878
+192
+3% +$8.88K 0.01% 290
2016
Q3 		$258K Buy
+5,686
New +$251K 0.01% 307
2015
Q4 		– Sell
-1,998
Closed -$71K – 649
2015
Q3 		$71K Sell
1,998
-65
-3% -$2.75K ﹤0.01% 463
2015
Q2 		$93K Sell
2,063
-328
-14% -$16.3K ﹤0.01% 414
2015
Q1 		$126K Buy
2,391
+827
+53% +$42.9K 0.01% 345
2014
Q4 		$79K Sell
1,564
-76
-5% -$3.72K ﹤0.01% 394
2014
Q3 		$74K Buy
1,640
+454
+38% +$20.9K 0.01% 341
2014
Q2 		$55K Buy
1,186
+706
+147% +$31K ﹤0.01% 349
2014
Q1 		$21K Buy
+480
New +$21.3K ﹤0.01% 424

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's IP Position: Q3 2018 in Review

Wealthfront reduced its International Paper (IP) stake by 22% in Q3 2018, selling an estimated $67.2K and leaving 4,890 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Wealthfront first reported a position in IP in Q1 2014 and has held it in 16 quarters since. The position peaked at $466K in Q2 2017. 885 funds tracked by Wall St. Rank hold IP as of Q3 2018.

  • Wealthfront held 4,890 shares of International Paper worth $228K as of Q3 2018.
  • Wealthfront sold 1,355 International Paper shares in Q3 2018, an estimated $67.2K.
  • International Paper made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #491 holding.
  • Wealthfront first reported a position in International Paper in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's International Paper position peaked at $466K in Q2 2017.
  • 885 funds tracked by Wall St. Rank held International Paper as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.