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Basswood Capital Management’s IDEX IEX Stock Holding History

Basswood 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
2013
Q4 		– Sell
-46,100
Closed -$3.01M – 172
2013
Q3 		$3.01M Hold
46,100
– – 0.17% 122
2013
Q2 		$2.48M Buy
+46,100
New +$2.46M 0.16% 131

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Basswood Capital Management's IEX Position: Q4 2013 in Review

Basswood Capital Management sold out of IDEX (IEX) in Q4 2013, closing a stake of 46,100 shares — an estimated $3.01M sold.

Basswood Capital Management first reported a position in IEX in Q2 2013 and held it in 2 quarters. The position peaked at $3.01M in Q3 2013. 300 funds tracked by Wall St. Rank hold IEX as of Q4 2013.

  • Basswood Capital Management reported no remaining IDEX position as of Q4 2013 after selling out during the quarter.
  • Basswood Capital Management sold 46,100 IDEX shares in Q4 2013, an estimated $3.01M.
  • Basswood Capital Management first reported a position in IDEX in Q2 2013 and held it in 2 quarters.
  • Basswood Capital Management's IDEX position peaked at $3.01M in Q3 2013.
  • 300 funds tracked by Wall St. Rank held IDEX as of Q4 2013.

Based on Basswood Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.