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Steward Partners Investment Advisory’s Innospec IOSP Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-49
Closed -$4K – 2661
2019
Q3 		$4K Hold
49
– – ﹤0.01% 2300
2019
Q2 		$4K Buy
+49
New +$4.13K ﹤0.01% 2277
2018
Q4 		– Sell
-49
Closed -$4K – 1436
2018
Q3 		$4K Buy
+49
New +$3.82K ﹤0.01% 2198

Other funds holding IOSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's IOSP Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Innospec (IOSP) in Q4 2019, closing a stake of 49 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in IOSP in Q3 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 206 funds tracked by Wall St. Rank hold IOSP as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Innospec position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 49 Innospec shares in Q4 2019, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Innospec in Q3 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Innospec position peaked at $4K in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Innospec as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.