WCM
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Wunderlich Capital Managemnt’s International Paper IP Stock Holding History

Wunderlich Capital Managemnt’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
-20,539
Closed -$956K – 93
2018
Q3 		$956K Sell
20,539
-730
-3% -$36.2K 0.68% 66
2018
Q2 		$1.05M Buy
21,269
+128
+0.6% +$6.54K 0.73% 70
2018
Q1 		$1.07M Buy
21,141
+769
+4% +$42.7K 0.73% 73
2017
Q4 		$1.12M Buy
20,372
+250
+1% +$13.4K 0.77% 70
2017
Q3 		$1.08M Sell
20,122
-51
-0.3% -$2.68K 0.81% 68
2017
Q2 		$1.08M Sell
20,173
-268
-1% -$13.5K 0.81% 65
2017
Q1 		$983K Sell
20,441
-9,777
-32% -$490K 0.77% 66
2016
Q4 		$1.52M Sell
30,218
-1,053
-3% -$48.7K 1.24% 33
2016
Q3 		$1.42M Sell
31,271
-681
-2% -$30K 1.13% 45
2016
Q2 		$1.28M Buy
31,952
+72
+0.2% +$2.86K 1.08% 57
2016
Q1 		$1.24M Buy
31,880
+542
+2% +$18.9K 1.06% 56
2015
Q4 		$1.12M Buy
31,338
+7,747
+33% +$298K 0.96% 62
2015
Q3 		$844K Buy
23,591
+4,096
+21% +$174K 0.78% 70
2015
Q2 		$878K Buy
19,495
+3
+0% +$149 0.85% 58
2015
Q1 		$1.02M Sell
19,492
-247
-1% -$12.8K 0.92% 60
2014
Q4 		$1M Buy
19,739
+413
+2% +$20.2K 0.85% 79
2014
Q3 		$870K Sell
19,326
-227
-1% -$10.5K 0.78% 81
2014
Q2 		$920K Buy
19,553
+499
+3% +$21.9K 0.84% 79
2014
Q1 		$820K Buy
+19,054
New +$847K 0.77% 80

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

Wunderlich Capital Managemnt's IP Position: Q4 2018 in Review

Wunderlich Capital Managemnt sold out of International Paper (IP) in Q4 2018, closing a stake of 20,539 shares — an estimated $956K sold.

Wunderlich Capital Managemnt first reported a position in IP in Q1 2014 and held it in 19 quarters. The position peaked at $1.52M in Q4 2016. 871 funds tracked by Wall St. Rank hold IP as of Q4 2018.

  • Wunderlich Capital Managemnt reported no remaining International Paper position as of Q4 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 20,539 International Paper shares in Q4 2018, an estimated $956K.
  • Wunderlich Capital Managemnt first reported a position in International Paper in Q1 2014 and held it in 19 quarters.
  • Wunderlich Capital Managemnt's International Paper position peaked at $1.52M in Q4 2016.
  • 871 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2018, filed 14 Feb 2019.