WealthTrust-Arizona’s International Paper IP Stock Holding History

WealthTrust-Arizona’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 Q4	$42K	Buy	1,109 +317	+40%	+$13.3K	0.02%	171
2018 Q3	$37K	Hold	792	–	–	0.02%	199
2018 Q2	$39K	Hold	792	–	–	0.02%	183
2018 Q1	$40K	Hold	792	–	–	0.02%	186
2017 Q4	$43K	Sell	792 -1,162	-59%	-$62.4K	0.02%	182
2017 Q3	$105K	Buy	1,954 +423	+28%	+$22.2K	0.05%	95
2017 Q2	$82K	Buy	1,531 +422	+38%	+$21.3K	0.04%	109
2017 Q1	$53K	Hold	1,109	–	–	0.03%	149
2016 Q4	$56K	Hold	1,109	–	–	0.03%	142
2016 Q3	$50K	Hold	1,109	–	–	0.03%	140
2016 Q2	$44K	Hold	1,109	–	–	0.03%	156
2016 Q1	$43K	Hold	1,109	–	–	0.03%	156
2015 Q4	$40K	Hold	1,109	–	–	0.02%	175
2015 Q3	$40K	Hold	1,109	–	–	0.02%	170
2015 Q2	$50K	Sell	1,109 -950	-46%	-$47.1K	0.03%	157
2015 Q1	$108K	Hold	2,059	–	–	0.07%	89
2014 Q4	$104K	Buy	2,059 +105	+5%	+$5.14K	0.09%	94
2014 Q3	$88K	Buy	1,954 +830	+74%	+$38.2K	0.1%	108
2014 Q2	$53K	Hold	1,124	–	–	0.06%	156
2014 Q1	$48K	Buy	1,124 +160	+17%	+$7.11K	0.05%	162
2013 Q4	$44K	Hold	964	–	–	0.05%	161
2013 Q3	$40K	Hold	964	–	–	0.05%	157
2013 Q2	$40K	Buy	+964	New	+$41.7K	0.05%	150

Other funds holding IP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthTrust-Arizona's IP Position: Q4 2018 in Review

WealthTrust-Arizona increased its International Paper (IP) stake by 40% in Q4 2018, buying an estimated $13.3K and bringing the position to 1,109 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #171.

WealthTrust-Arizona first reported a position in IP in Q2 2013 and has held it in 23 quarters since. The position peaked at $108K in Q1 2015. 871 funds tracked by Wall St. Rank hold IP as of Q4 2018.

WealthTrust-Arizona held 1,109 shares of International Paper worth $42K as of Q4 2018.
WealthTrust-Arizona bought 317 International Paper shares in Q4 2018, an estimated $13.3K.
International Paper made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #171 holding.
WealthTrust-Arizona first reported a position in International Paper in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's International Paper position peaked at $108K in Q1 2015.
871 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.