OneDigital Investment Advisors’s Innospec IOSP Stock Holding History

OneDigital Investment Advisors’s Portfolio IOSP Stock Details IOSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-411	Closed	-$37K	–	850
2019 Q2	$37K	Hold	411	–	–	﹤0.01%	634
2019 Q1	$34K	Hold	411	–	–	0.01%	583
2018 Q4	$25K	Hold	411	–	–	﹤0.01%	631
2018 Q3	$32K	Hold	411	–	–	0.01%	518
2018 Q2	$31K	Hold	411	–	–	0.01%	656
2018 Q1	$28K	Hold	411	–	–	0.01%	685
2017 Q4	$29K	Hold	411	–	–	﹤0.01%	666
2017 Q3	$25K	Hold	411	–	–	0.01%	577
2017 Q2	$27K	Buy	+411	New	+$26.4K	0.01%	645

Other funds holding IOSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's IOSP Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Innospec (IOSP) in Q3 2019, closing a stake of 411 shares — an estimated $37K sold.

OneDigital Investment Advisors first reported a position in IOSP in Q2 2017 and held it in 9 quarters. The position peaked at $37K in Q2 2019. 207 funds tracked by Wall St. Rank hold IOSP as of Q3 2019.

OneDigital Investment Advisors reported no remaining Innospec position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 411 Innospec shares in Q3 2019, an estimated $37K.
OneDigital Investment Advisors first reported a position in Innospec in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Innospec position peaked at $37K in Q2 2019.
207 funds tracked by Wall St. Rank held Innospec as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.