JOYN Advisors’s Innospec IOSP Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-18	Closed	-$1K	–	718
2018 Q4	$1K	Buy	18 +14	+350%	+$963	﹤0.01%	1639
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1815
2018 Q2	$0	Hold	4	–	–	﹤0.01%	1798
2018 Q1	$0	Buy	+4	New	+$278	﹤0.01%	1359

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

CIP

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JOYN Advisors's IOSP Position: Q1 2019 in Review

JOYN Advisors sold out of Innospec (IOSP) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

JOYN Advisors first reported a position in IOSP in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 184 funds tracked by Wall St. Rank hold IOSP as of Q1 2019.

JOYN Advisors reported no remaining Innospec position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 18 Innospec shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Innospec in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Innospec position peaked at $1K in Q4 2018.
184 funds tracked by Wall St. Rank held Innospec as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.