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

Personal Capital 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
2018 Q1	–	Sell	-65,065	Closed	-$3.04M	–	283
2017 Q4	$3.04M	Buy	65,065 +4,163	+7%	+$194K	0.05%	143
2017 Q3	$3M	Buy	60,902 +1,603	+3%	+$72.3K	0.06%	138
2017 Q2	$2.6M	Sell	59,299 -51,347	-46%	-$2.3M	0.06%	143
2017 Q1	$5.94M	Buy	110,646 +9,717	+10%	+$501K	0.15%	102
2016 Q4	$5.28M	Buy	100,929 +8,003	+9%	+$389K	0.16%	104
2016 Q3	$3.49M	Buy	92,926 +12,013	+15%	+$494K	0.12%	123
2016 Q2	$3.42M	Buy	80,913 +17,199	+27%	+$645K	0.13%	106
2016 Q1	$1.97M	Sell	63,714 -69,845	-52%	-$1.92M	0.09%	122
2015 Q4	$3.87M	Buy	133,559 +7,900	+6%	+$278K	0.21%	95
2015 Q3	$4.98M	Buy	125,659 +20,119	+19%	+$973K	0.33%	84
2015 Q2	$5.62M	Buy	105,540 +20,106	+24%	+$1.09M	0.39%	80
2015 Q1	$4.82M	Buy	85,434 +21,443	+34%	+$1.25M	0.39%	83
2014 Q4	$3.74M	Buy	63,991 +10,092	+19%	+$566K	0.38%	81
2014 Q3	$2.97M	Buy	+53,899	New	+$3.13M	0.38%	80

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

FCM

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

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Personal Capital Advisors's IPHS Position: Q1 2018 in Review

Personal Capital Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q1 2018, closing a stake of 65,065 shares — an estimated $3.04M sold.

Personal Capital Advisors first reported a position in IPHS in Q3 2014 and held it in 14 quarters. The position peaked at $5.94M in Q1 2017. 167 funds tracked by Wall St. Rank hold IPHS as of Q1 2018.

Personal Capital Advisors reported no remaining Innophos Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
Personal Capital Advisors sold 65,065 Innophos Holdings, Inc. shares in Q1 2018, an estimated $3.04M.
Personal Capital Advisors first reported a position in Innophos Holdings, Inc. in Q3 2014 and held it in 14 quarters.
Personal Capital Advisors's Innophos Holdings, Inc. position peaked at $5.94M in Q1 2017.
167 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q1 2018.

Based on Personal Capital Advisors's 13F filing for Q1 2018, filed 9 May 2018.