WMS Partners’s International Paper IP Stock Holding History

WMS 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
2019 Q3	–	Sell	-6,502	Closed	-$267K	–	229
2019 Q2	$267K	Buy	+6,502	New	+$275K	0.07%	174

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WMS Partners's IP Position: Q3 2019 in Review

WMS Partners sold out of International Paper (IP) in Q3 2019, closing a stake of 6,502 shares — an estimated $267K sold.

WMS Partners first reported a position in IP in Q2 2019 and held it in 1 quarter. The position peaked at $267K in Q2 2019. 834 funds tracked by Wall St. Rank hold IP as of Q3 2019.

WMS Partners reported no remaining International Paper position as of Q3 2019 after selling out during the quarter.
WMS Partners sold 6,502 International Paper shares in Q3 2019, an estimated $267K.
WMS Partners first reported a position in International Paper in Q2 2019 and held it in 1 quarter.
WMS Partners's International Paper position peaked at $267K in Q2 2019.
834 funds tracked by Wall St. Rank held International Paper as of Q3 2019.

Based on WMS Partners's 13F filing for Q3 2019, filed 7 Nov 2019.