HSBC Holdings

HSBC Holdings’s Innophos Holdings, Inc. IPHS Stock Holding History

HSBC Holdings’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 Q4	–	Sell	-7,855	Closed	-$255K	–	3273
2019 Q3	$255K	Buy	+7,855	New	+$226K	﹤0.01%	2741
2018 Q3	–	Sell	-28,649	Closed	-$1.36M	–	2725
2018 Q2	$1.36M	Sell	28,649 -15,102	-35%	-$687K	﹤0.01%	1642
2018 Q1	$1.76M	Sell	43,751 -6,090	-12%	-$267K	﹤0.01%	1460
2017 Q4	$2.33M	Buy	+49,841	New	+$2.33M	﹤0.01%	1052
2017 Q1	–	Sell	-4,921	Closed	-$257K	–	2757
2016 Q4	$257K	Buy	+4,921	New	+$239K	﹤0.01%	2351
2014 Q2	–	Sell	-3,629	Closed	-$206K	–	1813
2014 Q1	$206K	Buy	+3,629	New	+$186K	﹤0.01%	1633

Other funds holding IPHS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

American Century Companies

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return