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WESPAC Advisors’s International Paper IP Stock Holding History

WESPAC Advisors’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
-4,435
Closed -$206K – 137
2018
Q3 		$206K Buy
+4,435
New +$220K 0.12% 138
2017
Q3 		– Sell
-41,581
Closed -$2.23M – 145
2017
Q2 		$2.23M Buy
41,581
+15,732
+61% +$795K 1.52% 21
2017
Q1 		$1.24M Sell
25,849
-2,221
-8% -$111K 1.43% 28
2016
Q4 		$1.41M Buy
+28,070
New +$1.3M 1.58% 20

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's IP Position: Q4 2018 in Review

WESPAC Advisors sold out of International Paper (IP) in Q4 2018, closing a stake of 4,435 shares — an estimated $206K sold.

WESPAC Advisors first reported a position in IP in Q4 2016 and held it in 4 quarters. The position peaked at $2.23M in Q2 2017. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • WESPAC Advisors reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors sold 4,435 International Paper shares in Q4 2018, an estimated $206K.
  • WESPAC Advisors first reported a position in International Paper in Q4 2016 and held it in 4 quarters.
  • WESPAC Advisors's International Paper position peaked at $2.23M in Q2 2017.
  • 870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.