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Bellwether Investment Group’s IDEX IEX Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-633
Closed -$59K – 316
2017
Q1 		$59K Buy
633
+118
+23% +$10.8K 0.16% 128
2016
Q4 		$46K Buy
+515
New +$46.6K 0.04% 279

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bellwether Investment Group's IEX Position: Q2 2017 in Review

Bellwether Investment Group sold out of IDEX (IEX) in Q2 2017, closing a stake of 633 shares — an estimated $59K sold.

Bellwether Investment Group first reported a position in IEX in Q4 2016 and held it in 2 quarters. The position peaked at $59K in Q1 2017. 330 funds tracked by Wall St. Rank hold IEX as of Q2 2017.

  • Bellwether Investment Group reported no remaining IDEX position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 633 IDEX shares in Q2 2017, an estimated $59K.
  • Bellwether Investment Group first reported a position in IDEX in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's IDEX position peaked at $59K in Q1 2017.
  • 330 funds tracked by Wall St. Rank held IDEX as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.