WT
IPHS

Whittier Trust’s Innophos Holdings, Inc. IPHS Stock Holding History

Whittier Trust’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
2017
Q3 		– Sell
-500
Closed -$22K – 1363
2017
Q2 		$22K Hold
500
– – ﹤0.01% 861
2017
Q1 		$27K Hold
500
– – ﹤0.01% 840
2016
Q4 		$26K Hold
500
– – ﹤0.01% 836
2016
Q3 		$20K Sell
500
-1,700
-77% -$69.9K ﹤0.01% 878
2016
Q2 		$93K Hold
2,200
– – ﹤0.01% 603
2016
Q1 		$68K Buy
+2,200
New +$60.6K ﹤0.01% 660
2014
Q1 		– Sell
-13,942
Closed -$677K – 1100
2013
Q4 		$677K Hold
13,942
– – 0.03% 286
2013
Q3 		$736K Hold
13,942
– – 0.04% 278
2013
Q2 		$658K Buy
+13,942
New +$720K 0.04% 287

Other funds holding IPHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Whittier Trust's IPHS Position: Q3 2017 in Review

Whittier Trust sold out of Innophos Holdings, Inc. (IPHS) in Q3 2017, closing a stake of 500 shares — an estimated $22K sold.

Whittier Trust first reported a position in IPHS in Q2 2013 and held it in 9 quarters. The position peaked at $736K in Q3 2013. 180 funds tracked by Wall St. Rank hold IPHS as of Q3 2017.

  • Whittier Trust reported no remaining Innophos Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Whittier Trust sold 500 Innophos Holdings, Inc. shares in Q3 2017, an estimated $22K.
  • Whittier Trust first reported a position in Innophos Holdings, Inc. in Q2 2013 and held it in 9 quarters.
  • Whittier Trust's Innophos Holdings, Inc. position peaked at $736K in Q3 2013.
  • 180 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q3 2017.

Based on Whittier Trust's 13F filing for Q3 2017, filed 23 Oct 2017.