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BB&T Securities’s IDEX IEX Stock Holding History

BB&T Securities’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
2019
Q3 		$1.23M Sell
7,535
-604
-7% -$100K 0.01% 720
2019
Q2 		$1.4M Sell
8,139
-272
-3% -$42.7K 0.01% 689
2019
Q1 		$1.28M Sell
8,411
-143
-2% -$20.2K 0.01% 723
2018
Q4 		$1.08M Sell
8,554
-1,527
-15% -$204K 0.01% 718
2018
Q3 		$1.52M Sell
10,081
-1,029
-9% -$153K 0.02% 682
2018
Q2 		$1.52M Sell
11,110
-234
-2% -$32.7K 0.02% 683
2018
Q1 		$1.62M Sell
11,344
-3,517
-24% -$491K 0.02% 631
2017
Q4 		$1.96M Sell
14,861
-1,505
-9% -$194K 0.03% 541
2017
Q3 		$1.99M Sell
16,366
-2,811
-15% -$328K 0.03% 530
2017
Q2 		$2.17M Sell
19,177
-3,038
-14% -$319K 0.03% 496
2017
Q1 		$2.08M Sell
22,215
-891
-4% -$81.8K 0.03% 458
2016
Q4 		$2.16M Hold
23,106
– – 0.03% 415
2016
Q3 		$2.16M Sell
23,106
-2,293
-9% -$207K 0.03% 411
2016
Q2 		$2.08M Sell
25,399
-806
-3% -$67.1K 0.03% 414
2016
Q1 		$2.17M Sell
26,205
-5,209
-17% -$391K 0.04% 391
2015
Q4 		$2.41M Sell
31,414
-8,222
-21% -$630K 0.05% 304
2015
Q3 		$2.83M Sell
39,636
-1,074
-3% -$79.1K 0.06% 266
2015
Q2 		$3.2M Sell
40,710
-1,046
-3% -$81K 0.07% 256
2015
Q1 		$3.17M Sell
41,756
-4,251
-9% -$320K 0.07% 243
2014
Q4 		$3.58M Sell
46,007
-2,963
-6% -$221K 0.08% 209
2014
Q3 		$3.54M Sell
48,970
-1,091
-2% -$84.2K 0.08% 209
2014
Q2 		$4.04M Buy
50,061
+4,757
+11% +$360K 0.1% 190
2014
Q1 		$3.3M Buy
45,304
+4,487
+11% +$327K 0.09% 190
2013
Q4 		$3.01M Buy
40,817
+5,882
+17% +$409K 0.08% 192
2013
Q3 		$2.28M Buy
34,935
+1,919
+6% +$116K 0.07% 205
2013
Q2 		$1.78M Buy
+33,016
New +$1.76M 0.06% 227

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BB&T Securities's IEX Position: Q3 2019 in Review

BB&T Securities reduced its IDEX (IEX) stake by 7.4% in Q3 2019, selling an estimated $100K and leaving 7,535 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #720.

BB&T Securities first reported a position in IEX in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.04M in Q2 2014. 460 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • BB&T Securities held 7,535 shares of IDEX worth $1.23M as of Q3 2019.
  • BB&T Securities sold 604 IDEX shares in Q3 2019, an estimated $100K.
  • IDEX made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #720 holding.
  • BB&T Securities first reported a position in IDEX in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's IDEX position peaked at $4.04M in Q2 2014.
  • 460 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.