LAM
IPHS

Lebenthal Asset Management’s Innophos Holdings, Inc. IPHS Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-478
Closed -$19K – 770
2016
Q3 		$19K Buy
+478
New +$19.6K ﹤0.01% 626

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

Lebenthal Asset Management's IPHS Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Innophos Holdings, Inc. (IPHS) in Q4 2016, closing a stake of 478 shares — an estimated $19K sold.

Lebenthal Asset Management first reported a position in IPHS in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 192 funds tracked by Wall St. Rank hold IPHS as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Innophos Holdings, Inc. position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 478 Innophos Holdings, Inc. shares in Q4 2016, an estimated $19K.
  • Lebenthal Asset Management first reported a position in Innophos Holdings, Inc. in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Innophos Holdings, Inc. position peaked at $19K in Q3 2016.
  • 192 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.