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Windsor Capital Management’s International Paper IP Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-154
Closed -$5K – 249
2015
Q3 		$5K Buy
+154
New +$6.53K ﹤0.01% 410
2014
Q1 		– Sell
-149
Closed -$7K – 177
2013
Q4 		$7K Buy
149
+1
+0.7% +$43 ﹤0.01% 359
2013
Q3 		$6K Buy
148
+1
+0.7% +$45 ﹤0.01% 373
2013
Q2 		$6K Buy
+147
New +$6.35K ﹤0.01% 350

Other funds holding IP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Windsor Capital Management's IP Position: Q4 2015 in Review

Windsor Capital Management sold out of International Paper (IP) in Q4 2015, closing a stake of 154 shares — an estimated $5K sold.

Windsor Capital Management first reported a position in IP in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 711 funds tracked by Wall St. Rank hold IP as of Q4 2015.

  • Windsor Capital Management reported no remaining International Paper position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 154 International Paper shares in Q4 2015, an estimated $5K.
  • Windsor Capital Management first reported a position in International Paper in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's International Paper position peaked at $7K in Q4 2013.
  • 711 funds tracked by Wall St. Rank held International Paper as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.