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Wharton Business Group’s International Paper IP Stock Holding History

Wharton Business 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
Q1 		– Sell
-191,025
Closed -$9.6M – 117
2016
Q4 		$9.6M Hold
191,025
– – 1.14% 27
2016
Q3 		$8.68M Sell
191,025
-105,542
-36% -$4.65M 1.07% 31
2016
Q2 		$11.9M Buy
296,567
+602
+0.2% +$23.9K 1.41% 26
2016
Q1 		$11.5M Sell
295,965
-3,063
-1% -$107K 1.27% 29
2015
Q4 		$10.7M Sell
299,028
-95,003
-24% -$3.66M 1.06% 34
2015
Q3 		$14.1M Buy
394,031
+199,405
+102% +$8.45M 1.39% 29
2015
Q2 		$8.77K Buy
+194,626
New +$9.65M 0.58% 42

Other funds holding IP

BlackRock
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wharton Business Group's IP Position: Q1 2017 in Review

Wharton Business Group sold out of International Paper (IP) in Q1 2017, closing a stake of 191,025 shares — an estimated $9.6M sold.

Wharton Business Group first reported a position in IP in Q2 2015 and held it in 7 quarters. The position peaked at $14.1M in Q3 2015. 792 funds tracked by Wall St. Rank hold IP as of Q1 2017.

  • Wharton Business Group reported no remaining International Paper position as of Q1 2017 after selling out during the quarter.
  • Wharton Business Group sold 191,025 International Paper shares in Q1 2017, an estimated $9.6M.
  • Wharton Business Group first reported a position in International Paper in Q2 2015 and held it in 7 quarters.
  • Wharton Business Group's International Paper position peaked at $14.1M in Q3 2015.
  • 792 funds tracked by Wall St. Rank held International Paper as of Q1 2017.

Based on Wharton Business Group's 13F filing for Q1 2017, filed 8 May 2017.