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Willingdon Wealth Management’s International Paper IP Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-46
Closed -$2K – 457
2019
Q3 		$2K Buy
+46
New +$1.8K ﹤0.01% 350
2018
Q1 		– Sell
-264
Closed -$14K – 358
2017
Q4 		$14K Buy
+264
New +$14.2K ﹤0.01% 218

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willingdon Wealth Management's IP Position: Q4 2019 in Review

Willingdon Wealth Management sold out of International Paper (IP) in Q4 2019, closing a stake of 46 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in IP in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 873 funds tracked by Wall St. Rank hold IP as of Q4 2019.

  • Willingdon Wealth Management reported no remaining International Paper position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 46 International Paper shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in International Paper in Q4 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's International Paper position peaked at $14K in Q4 2017.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.