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BHF Kleinwort Benson Group’s IDEX IEX Stock Holding History

BHF Kleinwort Benson 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
2016
Q1 		$12.7M Buy
152,721
+137,671
+915% +$10.3M 0.37% 75
2015
Q4 		$1.15M Buy
15,050
+5,861
+64% +$449K 0.03% 224
2015
Q3 		$655K Buy
+9,189
New +$677K 0.03% 169

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BHF Kleinwort Benson Group's IEX Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its IDEX (IEX) stake by 915% in Q1 2016, buying an estimated $10.3M and bringing the position to 152,721 shares worth $12.7M. The position accounts for 0.37% of the portfolio, ranked #75.

BHF Kleinwort Benson Group first reported a position in IEX in Q3 2015 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold IEX as of Q1 2016.

  • BHF Kleinwort Benson Group held 152,721 shares of IDEX worth $12.7M as of Q1 2016.
  • BHF Kleinwort Benson Group bought 137,671 IDEX shares in Q1 2016, an estimated $10.3M.
  • IDEX made up 0.37% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #75 holding.
  • BHF Kleinwort Benson Group first reported a position in IDEX in Q3 2015 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held IDEX as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.