Certified Advisory Corp’s Innospec IOSP Stock Holding History

Certified Advisory Corp’s Portfolio IOSP Stock Details IOSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-50	Closed	-$4.78K	–	824
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	686
2019 Q2	$5K	Buy	+50	New	+$4.21K	﹤0.01%	682

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Certified Advisory Corp's IOSP Position: Q4 2019 in Review

Certified Advisory Corp sold out of Innospec (IOSP) in Q4 2019, closing a stake of 50 shares — an estimated $4.78K sold.

Certified Advisory Corp first reported a position in IOSP in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 206 funds tracked by Wall St. Rank hold IOSP as of Q4 2019.

Certified Advisory Corp reported no remaining Innospec position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 50 Innospec shares in Q4 2019, an estimated $4.78K.
Certified Advisory Corp first reported a position in Innospec in Q2 2019 and held it in 2 quarters.
Certified Advisory Corp's Innospec position peaked at $5K in Q2 2019.
206 funds tracked by Wall St. Rank held Innospec as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.