WI
IPHS

WBI Investments’s Innophos Holdings, Inc. IPHS Stock Holding History

WBI Investments’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
Q4 		– Sell
-35,159
Closed -$1.56M – 252
2018
Q3 		$1.56M Sell
35,159
-11,211
-24% -$512K 0.08% 178
2018
Q2 		$2.21M Buy
+46,370
New +$2.11M 0.12% 119
2018
Q1 		– Sell
-5,910
Closed -$276K – 358
2017
Q4 		$276K Sell
5,910
-4,916
-45% -$230K 0.01% 274
2017
Q3 		$533K Buy
+10,826
New +$488K 0.02% 234

Other funds holding IPHS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return