BlackRock Advisors’s IDEX IEX Stock Holding History

BlackRock 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
2016 Q4	$11.8M	Sell	130,702 -3,870	-3%	-$350K	0.01%	806
2016 Q3	$12.6M	Sell	134,572 -3,892	-3%	-$351K	0.01%	753
2016 Q2	$11.4M	Buy	138,464 +1,617	+1%	+$135K	0.01%	778
2016 Q1	$11.3M	Sell	136,847 -2,702	-2%	-$203K	0.01%	753
2015 Q4	$10.7M	Buy	139,549 +7,181	+5%	+$550K	0.01%	797
2015 Q3	$9.44M	Sell	132,368 -9,682	-7%	-$713K	0.01%	809
2015 Q2	$11.2M	Buy	142,050 +3,191	+2%	+$247K	0.01%	718
2015 Q1	$10.5M	Sell	138,859 -5,300	-4%	-$399K	0.01%	768
2014 Q4	$11.2M	Sell	144,159 -6,685	-4%	-$498K	0.01%	745
2014 Q3	$10.9M	Sell	150,844 -464	-0.3%	-$35.8K	0.01%	764
2014 Q2	$12.2M	Hold	151,308	–	–	0.01%	731
2014 Q1	$11M	Buy	151,308 +350	+0.2%	+$25.5K	0.01%	764
2013 Q4	$11.1M	Sell	150,958 -22,242	-13%	-$1.55M	0.01%	758
2013 Q3	$11.3M	Sell	173,200 -1,004	-0.6%	-$60.7K	0.01%	747
2013 Q2	$9.37M	Buy	+174,204	New	+$9.29M	0.01%	799

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock Advisors's IEX Position: Q4 2016 in Review

BlackRock Advisors reduced its IDEX (IEX) stake by 2.9% in Q4 2016, selling an estimated $350K and leaving 130,702 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #806.

BlackRock Advisors first reported a position in IEX in Q2 2013 and has held it in 15 quarters since. The position peaked at $12.6M in Q3 2016. 326 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

BlackRock Advisors held 130,702 shares of IDEX worth $11.8M as of Q4 2016.
BlackRock Advisors sold 3,870 IDEX shares in Q4 2016, an estimated $350K.
IDEX made up 0.01% of BlackRock Advisors's portfolio in Q4 2016, its #806 holding.
BlackRock Advisors first reported a position in IDEX in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's IDEX position peaked at $12.6M in Q3 2016.
326 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.