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AHL Partners’s IDEX IEX Stock Holding History

AHL Partners’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
Q4 		$8.92M Buy
67,556
+4,885
+8% +$629K 0.14% 261
2017
Q3 		$7.61M Buy
62,671
+38,131
+155% +$4.45M 0.14% 266
2017
Q2 		$2.77M Buy
24,540
+19,413
+379% +$2.04M 0.06% 540
2017
Q1 		$479K Sell
5,127
-4,334
-46% -$398K 0.01% 963
2016
Q4 		$853K Sell
9,461
-6,918
-42% -$626K 0.03% 696
2016
Q3 		$1.53M Buy
16,379
+1,625
+11% +$147K 0.06% 458
2016
Q2 		$1.21M Sell
14,754
-5,166
-26% -$430K 0.07% 383
2016
Q1 		$1.65M Buy
19,920
+14,565
+272% +$1.09M 0.1% 266
2015
Q4 		$410K Buy
5,355
+411
+8% +$31.5K 0.03% 526
2015
Q3 		$353K Sell
4,944
-7,648
-61% -$563K 0.06% 510
2015
Q2 		$990K Buy
12,592
+5,975
+90% +$463K 0.04% 546
2015
Q1 		$502K Buy
+6,617
New +$498K 0.02% 638
2014
Q4 		– Sell
-3,351
Closed -$243K – 771
2014
Q3 		$243K Buy
+3,351
New +$259K 0.02% 650

Other funds holding IEX

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