Creative Planning’s Innophos Holdings, Inc. IPHS Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-100	Closed	-$4K	–	4238
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	4131
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3997
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	4003
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	4028
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	3809
2016 Q1	$3K	Sell	100 -627	-86%	-$17.3K	﹤0.01%	3859
2015 Q4	$21K	Sell	727 -492	-40%	-$17.3K	﹤0.01%	2826
2015 Q3	$48K	Buy	+1,219	New	+$59K	﹤0.01%	2079
2015 Q2	–	Sell	-1,209	Closed	-$68K	–	3488
2015 Q1	$68K	Sell	1,209 -595	-33%	-$34.7K	﹤0.01%	1802
2014 Q4	$105K	Buy	1,804 +204	+13%	+$11.4K	﹤0.01%	1531
2014 Q3	$88K	Buy	1,600 +1,000	+167%	+$58K	﹤0.01%	1565
2014 Q2	$35K	Hold	600	–	–	﹤0.01%	2130
2014 Q1	$34K	Hold	600	–	–	﹤0.01%	2065
2013 Q4	$29K	Hold	600	–	–	﹤0.01%	1979
2013 Q3	$32K	Hold	600	–	–	﹤0.01%	1809
2013 Q2	$28K	Buy	+600	New	+$31K	﹤0.01%	1728

Other funds holding IPHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Creative Planning's IPHS Position: Q3 2017 in Review

Creative Planning sold out of Innophos Holdings, Inc. (IPHS) in Q3 2017, closing a stake of 100 shares — an estimated $4K sold.

Creative Planning first reported a position in IPHS in Q2 2013 and held it in 16 quarters. The position peaked at $105K in Q4 2014. 180 funds tracked by Wall St. Rank hold IPHS as of Q3 2017.

Creative Planning reported no remaining Innophos Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 100 Innophos Holdings, Inc. shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in Innophos Holdings, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Innophos Holdings, Inc. position peaked at $105K in Q4 2014.
180 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.