WF
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WealthTrust Fairport’s International Paper IP Stock Holding History

WealthTrust Fairport’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
Q2 		– Sell
-1,085
Closed -$55K – 529
2018
Q1 		$55K Buy
+1,085
New +$60.3K 0.01% 227
2015
Q1 		– Sell
-781
Closed -$40K – 259
2014
Q4 		$40K Hold
781
– – 0.01% 195
2014
Q3 		$35K Sell
781
-11
-1% -$506 0.01% 174
2014
Q2 		$37K Sell
792
-634
-44% -$27.8K 0.01% 168
2014
Q1 		$61K Buy
+1,426
New +$63.4K 0.01% 141

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