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 $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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

WBI Investments's IPHS Position: Q4 2018 in Review

WBI Investments sold out of Innophos Holdings, Inc. (IPHS) in Q4 2018, closing a stake of 35,159 shares — an estimated $1.56M sold.

WBI Investments first reported a position in IPHS in Q3 2017 and held it in 4 quarters. The position peaked at $2.21M in Q2 2018. 154 funds tracked by Wall St. Rank hold IPHS as of Q4 2018.

  • WBI Investments reported no remaining Innophos Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • WBI Investments sold 35,159 Innophos Holdings, Inc. shares in Q4 2018, an estimated $1.56M.
  • WBI Investments first reported a position in Innophos Holdings, Inc. in Q3 2017 and held it in 4 quarters.
  • WBI Investments's Innophos Holdings, Inc. position peaked at $2.21M in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.