LA
IPHS

Lucus Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History

Lucus Advisors’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
Q4 		– Sell
-7,046
Closed -$347K – 280
2017
Q3 		$347K Sell
7,046
-1,137
-14% -$51.3K 0.49% 129
2017
Q2 		$359K Buy
8,183
+611
+8% +$27.4K 0.48% 85
2017
Q1 		$409K Buy
+7,572
New +$391K 0.38% 128
2015
Q2 		– Sell
-8,940
Closed -$504K – 404
2015
Q1 		$504K Buy
8,940
+403
+5% +$23.5K 0.26% 151
2014
Q4 		$499K Buy
+8,537
New +$479K 0.22% 47

Other funds holding IPHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's IPHS Position: Q4 2017 in Review

Lucus Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q4 2017, closing a stake of 7,046 shares — an estimated $347K sold.

Lucus Advisors first reported a position in IPHS in Q4 2014 and held it in 5 quarters. The position peaked at $504K in Q1 2015. 180 funds tracked by Wall St. Rank hold IPHS as of Q4 2017.

  • Lucus Advisors reported no remaining Innophos Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 7,046 Innophos Holdings, Inc. shares in Q4 2017, an estimated $347K.
  • Lucus Advisors first reported a position in Innophos Holdings, Inc. in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's Innophos Holdings, Inc. position peaked at $504K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.