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WESPAC Advisors SoCal’s International Paper IP Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-85,129
Closed -$3.96M – 353
2018
Q3 		$3.96M Buy
+85,129
New +$4.22M 1.99% 25

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WESPAC Advisors SoCal's IP Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of International Paper (IP) in Q4 2018, closing a stake of 85,129 shares — an estimated $3.96M sold.

WESPAC Advisors SoCal first reported a position in IP in Q3 2018 and held it in 1 quarter. The position peaked at $3.96M in Q3 2018. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 85,129 International Paper shares in Q4 2018, an estimated $3.96M.
  • WESPAC Advisors SoCal first reported a position in International Paper in Q3 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's International Paper position peaked at $3.96M in Q3 2018.
  • 870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.