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Westwood Holdings Group’s International Paper IP Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-528
Closed -$28K – 471
2017
Q2 		$28K Sell
528
-10,650
-95% -$538K ﹤0.01% 475
2017
Q1 		$538K Sell
11,178
-4,961
-31% -$249K ﹤0.01% 341
2016
Q4 		$811K Buy
16,139
+6,519
+68% +$301K 0.01% 359
2016
Q3 		$437K Buy
+9,620
New +$424K ﹤0.01% 395

Other funds holding IP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Westwood Holdings Group's IP Position: Q3 2017 in Review

Westwood Holdings Group sold out of International Paper (IP) in Q3 2017, closing a stake of 528 shares — an estimated $28K sold.

Westwood Holdings Group first reported a position in IP in Q3 2016 and held it in 4 quarters. The position peaked at $811K in Q4 2016. 799 funds tracked by Wall St. Rank hold IP as of Q3 2017.

  • Westwood Holdings Group reported no remaining International Paper position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 528 International Paper shares in Q3 2017, an estimated $28K.
  • Westwood Holdings Group first reported a position in International Paper in Q3 2016 and held it in 4 quarters.
  • Westwood Holdings Group's International Paper position peaked at $811K in Q4 2016.
  • 799 funds tracked by Wall St. Rank held International Paper as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.