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

WFG 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
2015 Q2	–	Sell	-400	Closed	-$23K	–	1853
2015 Q1	$23K	Sell	400 -500	-56%	-$29.2K	0.01%	946
2014 Q4	$53K	Hold	900	–	–	0.01%	867
2014 Q3	$50K	Hold	900	–	–	0.01%	924
2014 Q2	$52K	Hold	900	–	–	0.01%	900
2014 Q1	$51K	Hold	900	–	–	0.01%	908
2013 Q4	$44K	Buy	+900	New	+$44.9K	0.01%	1050

Other funds holding IPHS

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

FCG

FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WFG Advisors's IPHS Position: Q2 2015 in Review

WFG Advisors sold out of Innophos Holdings, Inc. (IPHS) in Q2 2015, closing a stake of 400 shares — an estimated $23K sold.

WFG Advisors first reported a position in IPHS in Q4 2013 and held it in 6 quarters. The position peaked at $53K in Q4 2014. 171 funds tracked by Wall St. Rank hold IPHS as of Q2 2015.

WFG Advisors reported no remaining Innophos Holdings, Inc. position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 400 Innophos Holdings, Inc. shares in Q2 2015, an estimated $23K.
WFG Advisors first reported a position in Innophos Holdings, Inc. in Q4 2013 and held it in 6 quarters.
WFG Advisors's Innophos Holdings, Inc. position peaked at $53K in Q4 2014.
171 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.