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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AHL Partners's IEX Position: Q4 2017 in Review

AHL Partners increased its IDEX (IEX) stake by 7.8% in Q4 2017, buying an estimated $629K and bringing the position to 67,556 shares worth $8.92M. The position accounts for 0.14% of the portfolio, ranked #261.

AHL Partners first reported a position in IEX in Q3 2014 and has held it in 13 quarters since. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

  • AHL Partners held 67,556 shares of IDEX worth $8.92M as of Q4 2017.
  • AHL Partners bought 4,885 IDEX shares in Q4 2017, an estimated $629K.
  • IDEX made up 0.14% of AHL Partners's portfolio in Q4 2017, its #261 holding.
  • AHL Partners first reported a position in IDEX in Q3 2014 and has held it in 13 quarters since.
  • 395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.