Northwest Wealth Management’s Innophos Holdings, Inc. IPHS Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-270	Closed	-$8K	–	527
2019 Q1	$8K	Hold	270	–	–	0.01%	368
2018 Q4	$7K	Hold	270	–	–	0.01%	367
2018 Q3	$12K	Hold	270	–	–	0.01%	342
2018 Q2	$13K	Hold	270	–	–	0.01%	330
2018 Q1	$11K	Buy	+270	New	+$11.8K	0.01%	348

Other funds holding IPHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwest Wealth Management's IPHS Position: Q2 2019 in Review

Northwest Wealth Management sold out of Innophos Holdings, Inc. (IPHS) in Q2 2019, closing a stake of 270 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in IPHS in Q1 2018 and held it in 5 quarters. The position peaked at $13K in Q2 2018. 149 funds tracked by Wall St. Rank hold IPHS as of Q2 2019.

Northwest Wealth Management reported no remaining Innophos Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 270 Innophos Holdings, Inc. shares in Q2 2019, an estimated $8K.
Northwest Wealth Management first reported a position in Innophos Holdings, Inc. in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Innophos Holdings, Inc. position peaked at $13K in Q2 2018.
149 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.