NEI
IPHS

Northwest & Ethical Investments’s Innophos Holdings, Inc. IPHS Stock Holding History

Northwest & Ethical Investments’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
2015
Q4 		– Sell
-21,496
Closed -$852K – 222
2015
Q3 		$852K Buy
21,496
+893
+4% +$43.2K 0.07% 168
2015
Q2 		$1.08M Buy
20,603
+1,757
+9% +$95.4K 0.07% 178
2015
Q1 		$1.06M Sell
18,846
-2,518
-12% -$147K 0.07% 180
2014
Q4 		$1.25M Sell
21,364
-3,527
-14% -$198K 0.08% 175
2014
Q3 		$1.37M Buy
24,891
+866
+4% +$50.2K 0.09% 170
2014
Q2 		$1.38M Buy
24,025
+2,737
+13% +$149K 0.09% 180
2014
Q1 		$1.21M Buy
21,288
+2,798
+15% +$144K 0.08% 179
2013
Q4 		$899K Buy
18,490
+1,570
+9% +$78.3K 0.06% 186
2013
Q3 		$893K Buy
16,920
+3,370
+25% +$170K 0.06% 186
2013
Q2 		$639K Buy
+13,550
New +$700K 0.05% 198

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return

Northwest & Ethical Investments's IPHS Position: Q4 2015 in Review

Northwest & Ethical Investments sold out of Innophos Holdings, Inc. (IPHS) in Q4 2015, closing a stake of 21,496 shares — an estimated $852K sold.

Northwest & Ethical Investments first reported a position in IPHS in Q2 2013 and held it in 10 quarters. The position peaked at $1.38M in Q2 2014. 170 funds tracked by Wall St. Rank hold IPHS as of Q4 2015.

  • Northwest & Ethical Investments reported no remaining Innophos Holdings, Inc. position as of Q4 2015 after selling out during the quarter.
  • Northwest & Ethical Investments sold 21,496 Innophos Holdings, Inc. shares in Q4 2015, an estimated $852K.
  • Northwest & Ethical Investments first reported a position in Innophos Holdings, Inc. in Q2 2013 and held it in 10 quarters.
  • Northwest & Ethical Investments's Innophos Holdings, Inc. position peaked at $1.38M in Q2 2014.
  • 170 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2015.

Based on Northwest & Ethical Investments's 13F filing for Q4 2015, filed 8 Jul 2025.