Whalerock Point Partners’s International Paper IP Stock Holding History

Whalerock Point Partners’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 Q2	–	Sell	-5,565	Closed	-$281K	–	148
2018 Q1	$281K	Buy	5,565 +16	+0.3%	+$889	0.09%	152
2017 Q4	$305K	Sell	5,549 -138	-2%	-$7.41K	0.1%	146
2017 Q3	$306K	Buy	5,687 +1,056	+23%	+$55.5K	0.11%	128
2017 Q2	$248K	Buy	+4,631	New	+$234K	0.09%	144

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whalerock Point Partners's IP Position: Q2 2018 in Review

Whalerock Point Partners sold out of International Paper (IP) in Q2 2018, closing a stake of 5,565 shares — an estimated $281K sold.

Whalerock Point Partners first reported a position in IP in Q2 2017 and held it in 4 quarters. The position peaked at $306K in Q3 2017. 882 funds tracked by Wall St. Rank hold IP as of Q2 2018.

Whalerock Point Partners reported no remaining International Paper position as of Q2 2018 after selling out during the quarter.
Whalerock Point Partners sold 5,565 International Paper shares in Q2 2018, an estimated $281K.
Whalerock Point Partners first reported a position in International Paper in Q2 2017 and held it in 4 quarters.
Whalerock Point Partners's International Paper position peaked at $306K in Q3 2017.
882 funds tracked by Wall St. Rank held International Paper as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.