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Armbruster Capital Management’s IDEX IEX Stock Holding History

Armbruster Capital 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
2018
Q2 		– Sell
-42
Closed -$6K – 130
2018
Q1 		$6K Hold
42
– – ﹤0.01% 194
2017
Q4 		$6K Hold
42
– – ﹤0.01% 217
2017
Q3 		$5K Hold
42
– – ﹤0.01% 220
2017
Q2 		$5K Hold
42
– – ﹤0.01% 240
2017
Q1 		$4K Hold
42
– – ﹤0.01% 245
2016
Q4 		$4K Buy
+42
New +$3.8K ﹤0.01% 258

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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

Armbruster Capital Management's IEX Position: Q2 2018 in Review

Armbruster Capital Management sold out of IDEX (IEX) in Q2 2018, closing a stake of 42 shares — an estimated $6K sold.

Armbruster Capital Management first reported a position in IEX in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q1 2018. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • Armbruster Capital Management reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 42 IDEX shares in Q2 2018, an estimated $6K.
  • Armbruster Capital Management first reported a position in IDEX in Q4 2016 and held it in 6 quarters.
  • Armbruster Capital Management's IDEX position peaked at $6K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.