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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WFG Advisors's IP Position: Q2 2017 in Review

WFG Advisors reduced its International Paper (IP) stake by 7.7% in Q2 2017, selling an estimated $14.1K and leaving 3,343 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #392.

WFG Advisors first reported a position in IP in Q2 2013 and has held it in 17 quarters since. The position peaked at $410K in Q1 2016. 769 funds tracked by Wall St. Rank hold IP as of Q2 2017.

  • WFG Advisors held 3,343 shares of International Paper worth $179K as of Q2 2017.
  • WFG Advisors sold 279 International Paper shares in Q2 2017, an estimated $14.1K.
  • International Paper made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #392 holding.
  • WFG Advisors first reported a position in International Paper in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's International Paper position peaked at $410K in Q1 2016.
  • 769 funds tracked by Wall St. Rank held International Paper as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.