CCM
IPHS

Coe Capital Management’s Innophos Holdings, Inc. IPHS Stock Holding History

Coe Capital 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
2014
Q2 		– Sell
-10,000
Closed -$567K – 266
2014
Q1 		$567K Buy
+10,000
New +$513K 0.17% 161

Other funds holding IPHS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Coe Capital Management's IPHS Position: Q2 2014 in Review

Coe Capital Management sold out of Innophos Holdings, Inc. (IPHS) in Q2 2014, closing a stake of 10,000 shares — an estimated $567K sold.

Coe Capital Management first reported a position in IPHS in Q1 2014 and held it in 1 quarter. The position peaked at $567K in Q1 2014. 157 funds tracked by Wall St. Rank hold IPHS as of Q2 2014.

  • Coe Capital Management reported no remaining Innophos Holdings, Inc. position as of Q2 2014 after selling out during the quarter.
  • Coe Capital Management sold 10,000 Innophos Holdings, Inc. shares in Q2 2014, an estimated $567K.
  • Coe Capital Management first reported a position in Innophos Holdings, Inc. in Q1 2014 and held it in 1 quarter.
  • Coe Capital Management's Innophos Holdings, Inc. position peaked at $567K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q2 2014.

Based on Coe Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.