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Wealthspire Advisors (Maryland)’s Innospec IOSP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-48
Closed -$4K – 1203
2019
Q1 		$4K Hold
48
– – ﹤0.01% 1905
2018
Q4 		$3K Sell
48
-17
-26% -$1.17K ﹤0.01% 1951
2018
Q3 		$5K Buy
65
+18
+38% +$1.4K ﹤0.01% 1799
2018
Q2 		$4K Hold
47
– – ﹤0.01% 1886
2018
Q1 		$3K Hold
47
– – ﹤0.01% 2027
2017
Q4 		$3K Buy
+47
New +$3.13K ﹤0.01% 1992

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IOSP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Innospec (IOSP) in Q2 2019, closing a stake of 48 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in IOSP in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 198 funds tracked by Wall St. Rank hold IOSP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Innospec position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 48 Innospec shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Innospec in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Innospec position peaked at $5K in Q3 2018.
  • 198 funds tracked by Wall St. Rank held Innospec as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.