BAM
IPHS

Bruderman Asset Management’s Innophos Holdings, Inc. IPHS Stock Holding History

Bruderman Asset Management’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
Q1 		– Sell
-155
Closed -$4K – 723
2018
Q4 		$4K Buy
155
+3
+2% +$91 ﹤0.01% 527
2018
Q3 		$7K Buy
152
+2
+1% +$91 ﹤0.01% 297
2018
Q2 		$7K Buy
+150
New +$6.82K ﹤0.01% 318

Other funds holding IPHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bruderman Asset Management's IPHS Position: Q1 2019 in Review

Bruderman Asset Management sold out of Innophos Holdings, Inc. (IPHS) in Q1 2019, closing a stake of 155 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in IPHS in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 151 funds tracked by Wall St. Rank hold IPHS as of Q1 2019.

  • Bruderman Asset Management reported no remaining Innophos Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 155 Innophos Holdings, Inc. shares in Q1 2019, an estimated $4K.
  • Bruderman Asset Management first reported a position in Innophos Holdings, Inc. in Q2 2018 and held it in 3 quarters.
  • Bruderman Asset Management's Innophos Holdings, Inc. position peaked at $7K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.