RWA
IPHS

Ropes Wealth Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History

Ropes Wealth 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
-80
Closed -$4K – 800
2017
Q4 		$4K Hold
80
– – ﹤0.01% 663
2017
Q3 		$4K Buy
+80
New +$3.61K ﹤0.01% 631

Other funds holding IPHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ropes Wealth Advisors's IPHS Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q1 2018, closing a stake of 80 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in IPHS in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 167 funds tracked by Wall St. Rank hold IPHS as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Innophos Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 80 Innophos Holdings, Inc. shares in Q1 2018, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Innophos Holdings, Inc. in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Innophos Holdings, Inc. position peaked at $4K in Q4 2017.
  • 167 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.