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Stratos Wealth Partners’s Innospec IOSP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-69
Closed -$5K – 1633
2018
Q3 		$5K Buy
+69
New +$5.37K ﹤0.01% 2452
2018
Q2 		– Sell
-47
Closed -$3K – 1756
2018
Q1 		$3K Hold
47
– – ﹤0.01% 2754
2017
Q4 		$3K Buy
+47
New +$3.13K ﹤0.01% 2519

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's IOSP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Innospec (IOSP) in Q4 2018, closing a stake of 69 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in IOSP in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 180 funds tracked by Wall St. Rank hold IOSP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Innospec position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 69 Innospec shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Innospec in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Innospec position peaked at $5K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Innospec as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.