Advantage Investment Management’s IDEX IEX Stock Holding History

Advantage 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
2019 Q3	$170K	Hold	1,035	–	–	0.13%	162
2019 Q2	$178K	Sell	1,035 -22	-2%	-$3.46K	0.14%	159
2019 Q1	$160K	Sell	1,057 -110	-9%	-$15.6K	0.13%	174
2018 Q4	$147K	Buy	1,167 +23	+2%	+$3.08K	0.11%	181
2018 Q3	$172K	Buy	1,144 +150	+15%	+$22.4K	0.11%	149
2018 Q2	$136K	Hold	994	–	–	0.1%	176
2018 Q1	$142K	Buy	994 +841	+550%	+$117K	0.05%	192
2017 Q4	$20K	Hold	153	–	–	0.01%	572
2017 Q3	$19K	Hold	153	–	–	0.01%	553
2017 Q2	$17K	Hold	153	–	–	0.01%	587
2017 Q1	$14K	Hold	153	–	–	0.01%	619
2016 Q4	$14K	Hold	153	–	–	0.01%	571
2016 Q3	$14K	Hold	153	–	–	0.01%	561
2016 Q2	$13K	Hold	153	–	–	0.01%	539
2016 Q1	$13K	Hold	153	–	–	0.01%	522
2015 Q4	$12K	Hold	153	–	–	0.01%	536
2015 Q3	$11K	Hold	153	–	–	0.01%	526
2015 Q2	$12K	Hold	153	–	–	0.01%	552
2015 Q1	$12K	Hold	153	–	–	0.01%	551
2014 Q4	$12K	Buy	+153	New	+$11.4K	0.01%	499

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advantage Investment Management's IEX Position: Q3 2019 in Review

Advantage Investment Management held its IDEX (IEX) position steady in Q3 2019 at 1,035 shares worth $170K. The position accounts for 0.13% of the portfolio, ranked #162.

Advantage Investment Management first reported a position in IEX in Q4 2014 and has held it in 20 quarters since. The position peaked at $178K in Q2 2019. 459 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

Advantage Investment Management held 1,035 shares of IDEX worth $170K as of Q3 2019.
Advantage Investment Management left its IDEX share count unchanged in Q3 2019.
IDEX made up 0.13% of Advantage Investment Management's portfolio in Q3 2019, its #162 holding.
Advantage Investment Management first reported a position in IDEX in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's IDEX position peaked at $178K in Q2 2019.
459 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.