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B. Riley Wealth Advisors’s IDEX IEX Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-686
Closed -$53K – 1230
2014
Q4 		$53K Buy
+686
New +$51.1K ﹤0.01% 2056
2014
Q3 		– Sell
-790
Closed -$63.8K – 1230
2014
Q2 		$63.8K Buy
+790
New +$59.8K 0.02% 917

Other funds holding IEX

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's IEX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of IDEX (IEX) in Q1 2015, closing a stake of 686 shares — an estimated $53K sold.

B. Riley Wealth Advisors first reported a position in IEX in Q2 2014 and held it in 2 quarters. The position peaked at $63.8K in Q2 2014. 280 funds tracked by Wall St. Rank hold IEX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining IDEX position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 686 IDEX shares in Q1 2015, an estimated $53K.
  • B. Riley Wealth Advisors first reported a position in IDEX in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's IDEX position peaked at $63.8K in Q2 2014.
  • 280 funds tracked by Wall St. Rank held IDEX as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.