WFG Advisors’s International Paper IP Stock Holding History

WFG 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
2017 Q2	$179K	Sell	3,343 -279	-8%	-$14.1K	0.04%	392
2017 Q1	$174K	Sell	3,622 -56	-2%	-$2.81K	0.05%	359
2016 Q4	$185K	Sell	3,678 -4,252	-54%	-$197K	0.05%	402
2016 Q3	$360K	Sell	7,930 -213	-3%	-$9.39K	0.09%	227
2016 Q2	$327K	Sell	8,143 -2,407	-23%	-$95.7K	0.09%	225
2016 Q1	$410K	Buy	10,550 +778	+8%	+$27.1K	0.12%	190
2015 Q4	$349K	Buy	9,772 +6,121	+168%	+$236K	0.1%	206
2015 Q3	$131K	Sell	3,651 -155	-4%	-$6.57K	0.04%	393
2015 Q2	$172K	Sell	3,806 -3,342	-47%	-$166K	0.05%	383
2015 Q1	$376K	Buy	7,148 +156	+2%	+$8.09K	0.1%	219
2014 Q4	$355K	Sell	6,992 -343	-5%	-$16.8K	0.07%	305
2014 Q3	$332K	Buy	7,335 +4,208	+135%	+$194K	0.06%	337
2014 Q2	$147K	Sell	3,127 -413	-12%	-$18.1K	0.03%	533
2014 Q1	$152K	Sell	3,540 -399	-10%	-$17.7K	0.03%	495
2013 Q4	$180K	Sell	3,939 -113	-3%	-$4.84K	0.03%	553
2013 Q3	$170K	Sell	4,052 -989	-20%	-$44K	0.03%	536
2013 Q2	$209K	Buy	+5,041	New	+$218K	0.03%	446

Other funds holding IP

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return