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Archford Capital Strategies’s IDEX IEX Stock Holding History

Archford Capital Strategies’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
Q1 		– Sell
-33
Closed -$2K – 734
2016
Q4 		$2K Hold
33
– – ﹤0.01% 514
2016
Q3 		$3K Sell
33
-51
-61% -$4.61K ﹤0.01% 468
2016
Q2 		$6K Buy
+84
New +$6.99K ﹤0.01% 450
2016
Q1 		– Sell
-84
Closed -$8K – 370
2015
Q4 		$8K Hold
84
– – ﹤0.01% 479
2015
Q3 		$6K Buy
+84
New +$6.19K ﹤0.01% 406

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Archford Capital Strategies's IEX Position: Q1 2017 in Review

Archford Capital Strategies sold out of IDEX (IEX) in Q1 2017, closing a stake of 33 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in IEX in Q3 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2015. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

  • Archford Capital Strategies reported no remaining IDEX position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 33 IDEX shares in Q1 2017, an estimated $2K.
  • Archford Capital Strategies first reported a position in IDEX in Q3 2015 and held it in 5 quarters.
  • Archford Capital Strategies's IDEX position peaked at $8K in Q4 2015.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.