ACI
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Advance Capital I’s IDEX IEX Stock Holding History

Advance Capital I’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
2014
Q1 		– Sell
-12,200
Closed -$901K – 224
2013
Q4 		$901K Buy
12,200
+6,700
+122% +$466K 0.43% 56
2013
Q3 		$359K Hold
5,500
– – 0.18% 252
2013
Q2 		$296K Buy
+5,500
New +$293K 0.15% 275

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Advance Capital I's IEX Position: Q1 2014 in Review

Advance Capital I sold out of IDEX (IEX) in Q1 2014, closing a stake of 12,200 shares — an estimated $901K sold.

Advance Capital I first reported a position in IEX in Q2 2013 and held it in 3 quarters. The position peaked at $901K in Q4 2013. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

  • Advance Capital I reported no remaining IDEX position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 12,200 IDEX shares in Q1 2014, an estimated $901K.
  • Advance Capital I first reported a position in IDEX in Q2 2013 and held it in 3 quarters.
  • Advance Capital I's IDEX position peaked at $901K in Q4 2013.
  • 312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.