Summit Trail Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History

Summit Trail 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	-5	Closed	–	–	1971
2017 Q4	$0	Buy	+5	New	+$234	﹤0.01%	2153

Other funds holding IPHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Trail Advisors's IPHS Position: Q1 2018 in Review

Summit Trail Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q1 2018, closing a stake of 5 shares.

Summit Trail Advisors first reported a position in IPHS in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 167 funds tracked by Wall St. Rank hold IPHS as of Q1 2018.

Summit Trail Advisors reported no remaining Innophos Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 5 Innophos Holdings, Inc. shares in Q1 2018.
Summit Trail Advisors first reported a position in Innophos Holdings, Inc. in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Innophos Holdings, Inc. position peaked at $0 in Q4 2017.
167 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.