AG
IPHS

Advisor Group’s Innophos Holdings, Inc. IPHS Stock Holding History

Advisor Group’s Portfolio IPHS Stock Details IPHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$15K – 5537
2019
Q2 		$15K Sell
500
-108
-18% -$3.23K ﹤0.01% 4164
2019
Q1 		$18K Sell
608
-240
-28% -$7.2K ﹤0.01% 4050
2018
Q4 		$20K Sell
848
-32
-4% -$973 ﹤0.01% 3824
2018
Q3 		$39K Buy
880
+68
+8% +$3.11K ﹤0.01% 3468
2018
Q2 		$39K Hold
812
– – ﹤0.01% 3295
2018
Q1 		$33K Sell
812
-329
-29% -$14.4K ﹤0.01% 3374
2017
Q4 		$53K Buy
1,141
+772
+209% +$36.1K ﹤0.01% 3045
2017
Q3 		$18K Sell
369
-58
-14% -$2.61K ﹤0.01% 3630
2017
Q2 		$19K Hold
427
– – ﹤0.01% 3540
2017
Q1 		$23K Buy
427
+5
+1% +$258 ﹤0.01% 3298
2016
Q4 		$22K Hold
422
– – ﹤0.01% 3178
2016
Q3 		$16K Buy
422
+17
+4% +$699 ﹤0.01% 3312
2016
Q2 		$17K Buy
+405
New +$15.2K ﹤0.01% 3177

Other funds holding IPHS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return