WAM
IPHS

Wealthspire Advisors (Maryland)’s Innophos Holdings, Inc. IPHS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-78
Closed -$2K – 2423
2019
Q1 		$2K Buy
78
+66
+550% +$1.98K ﹤0.01% 2257
2018
Q4 		$0 Sell
12
-38
-76% -$1.16K ﹤0.01% 2644
2018
Q3 		$2K Buy
50
+7
+16% +$320 ﹤0.01% 2236
2018
Q2 		$2K Buy
43
+9
+26% +$409 ﹤0.01% 2246
2018
Q1 		$1K Sell
34
-10
-23% -$438 ﹤0.01% 2454
2017
Q4 		$2K Buy
44
+30
+214% +$1.4K ﹤0.01% 2210
2017
Q3 		$1K Buy
+14
New +$631 ﹤0.01% 2191
2016
Q3 		– Sell
-550
Closed -$23K – 1841
2016
Q2 		$23K Hold
550
– – ﹤0.01% 962
2016
Q1 		$17K Hold
550
– – ﹤0.01% 1029
2015
Q4 		$16K Buy
+550
New +$19.4K ﹤0.01% 1058

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Innophos Holdings, Inc. (IPHS) in Q2 2019, closing a stake of 78 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in IPHS in Q4 2015 and held it in 10 quarters. The position peaked at $23K in Q2 2016. 149 funds tracked by Wall St. Rank hold IPHS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Innophos Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 78 Innophos Holdings, Inc. shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Innophos Holdings, Inc. in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Innophos Holdings, Inc. position peaked at $23K in Q2 2016.
  • 149 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q2 2019.

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