RIA
IPHS

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

Regal Investment 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
2015
Q4 		– Sell
-100
Closed -$3K – 969
2015
Q3 		$3K Hold
100
– – ﹤0.01% 910
2015
Q2 		$5K Hold
100
– – ﹤0.01% 760
2015
Q1 		$6K Buy
+100
New +$5.84K ﹤0.01% 793

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 $250M AUM 26.89% 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

Regal Investment Advisors's IPHS Position: Q4 2015 in Review

Regal Investment Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q4 2015, closing a stake of 100 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in IPHS in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 170 funds tracked by Wall St. Rank hold IPHS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Innophos Holdings, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Innophos Holdings, Inc. shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Innophos Holdings, Inc. in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Innophos Holdings, Inc. position peaked at $6K in Q1 2015.
  • 170 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.