AIM
IEX icon

Acrospire Investment Management’s IDEX IEX Stock Holding History

Acrospire Investment Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,100
Closed -$124K – 689
2017
Q2 		$124K Buy
1,100
+1,000
+1,000% +$105K 0.12% 140
2017
Q1 		$9K Buy
+100
New +$9.19K 0.01% 1888
2016
Q2 		– Sell
-200
Closed -$17K – 2136
2016
Q1 		$17K Buy
+200
New +$15K 0.01% 1589

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acrospire Investment Management's IEX Position: Q3 2017 in Review

Acrospire Investment Management sold out of IDEX (IEX) in Q3 2017, closing a stake of 1,100 shares — an estimated $124K sold.

Acrospire Investment Management first reported a position in IEX in Q1 2016 and held it in 3 quarters. The position peaked at $124K in Q2 2017. 357 funds tracked by Wall St. Rank hold IEX as of Q3 2017.

  • Acrospire Investment Management reported no remaining IDEX position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,100 IDEX shares in Q3 2017, an estimated $124K.
  • Acrospire Investment Management first reported a position in IDEX in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's IDEX position peaked at $124K in Q2 2017.
  • 357 funds tracked by Wall St. Rank held IDEX as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.