KT
IPHS

Kanaly Trust’s Innophos Holdings, Inc. IPHS Stock Holding History

Kanaly Trust’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
2016
Q4 		$5K Hold
91
– – ﹤0.01% 677
2016
Q3 		$4K Sell
91
-54
-37% -$2.22K ﹤0.01% 698
2016
Q2 		$6K Buy
+145
New +$5.44K ﹤0.01% 627

Other funds holding IPHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's IPHS Position: Q4 2016 in Review

Kanaly Trust held its Innophos Holdings, Inc. (IPHS) position steady in Q4 2016 at 91 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Kanaly Trust first reported a position in IPHS in Q2 2016 and has held it in 3 quarters since. The position peaked at $6K in Q2 2016. 192 funds tracked by Wall St. Rank hold IPHS as of Q4 2016.

  • Kanaly Trust held 91 shares of Innophos Holdings, Inc. worth $5K as of Q4 2016.
  • Kanaly Trust left its Innophos Holdings, Inc. share count unchanged in Q4 2016.
  • Innophos Holdings, Inc. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #677 holding.
  • Kanaly Trust first reported a position in Innophos Holdings, Inc. in Q2 2016 and has held it in 3 quarters since.
  • Kanaly Trust's Innophos Holdings, Inc. position peaked at $6K in Q2 2016.
  • 192 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.