WC
IP icon

Whitney & Co’s International Paper IP Stock Holding History

Whitney & Co’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
Q4 		– Sell
-3,138
Closed -$140K – 268
2018
Q3 		$140K Buy
3,138
+76
+2% +$3.77K 0.03% 122
2018
Q2 		$151K Sell
3,062
-528
-15% -$27K 0.04% 114
2018
Q1 		$182K Buy
+3,590
New +$199K 0.05% 111
2015
Q4 		– Sell
-6,336
Closed -$227K – 111
2015
Q3 		$227K Hold
6,336
– – 0.1% 101
2015
Q2 		$286K Hold
6,336
– – 0.12% 95
2015
Q1 		$333K Hold
6,336
– – 0.15% 89
2014
Q4 		$321K Hold
6,336
– – 0.14% 92
2014
Q3 		$286K Buy
+6,336
New +$292K 0.13% 93

Other funds holding IP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Whitney & Co's IP Position: Q4 2018 in Review

Whitney & Co sold out of International Paper (IP) in Q4 2018, closing a stake of 3,138 shares — an estimated $140K sold.

Whitney & Co first reported a position in IP in Q3 2014 and held it in 8 quarters. The position peaked at $333K in Q1 2015. 871 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • Whitney & Co reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 3,138 International Paper shares in Q4 2018, an estimated $140K.
  • Whitney & Co first reported a position in International Paper in Q3 2014 and held it in 8 quarters.
  • Whitney & Co's International Paper position peaked at $333K in Q1 2015.
  • 871 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.