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Wilbanks Smith & Thomas Asset Management’s Innospec IOSP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-70
Closed -$5K – 823
2018
Q3 		$5K Buy
+70
New +$5.45K ﹤0.01% 1219

Other funds holding IOSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IOSP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Innospec (IOSP) in Q4 2018, closing a stake of 70 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IOSP in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 180 funds tracked by Wall St. Rank hold IOSP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Innospec position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 70 Innospec shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Innospec in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Innospec position peaked at $5K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Innospec as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.