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BlackRock Group’s IDEX IEX Stock Holding History

BlackRock 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
Q4 		$24.8M Sell
275,897
-7,479
-3% -$677K 0.01% 745
2016
Q3 		$26.5M Sell
283,376
-15,983
-5% -$1.44M 0.01% 728
2016
Q2 		$24.6M Buy
299,359
+5,115
+2% +$426K 0.01% 735
2016
Q1 		$24.4M Sell
294,244
-3,648
-1% -$274K 0.01% 737
2015
Q4 		$22.8M Buy
297,892
+13,498
+5% +$1.03M 0.01% 751
2015
Q3 		$20.3M Buy
284,394
+4,254
+2% +$313K 0.01% 762
2015
Q2 		$22M Sell
280,140
-2,403
-0.9% -$186K 0.01% 787
2015
Q1 		$21.4M Buy
282,543
+5,430
+2% +$409K 0.01% 797
2014
Q4 		$21.6M Buy
277,113
+19,205
+7% +$1.43M 0.01% 789
2014
Q3 		$18.7M Sell
257,908
-16,650
-6% -$1.28M 0.01% 809
2014
Q2 		$22.2M Buy
274,558
+3,527
+1% +$267K 0.01% 764
2014
Q1 		$19.8M Buy
271,031
+45,402
+20% +$3.3M 0.01% 776
2013
Q4 		$16.7M Buy
225,629
+13,808
+7% +$959K 0.01% 804
2013
Q3 		$13.8M Sell
211,821
-12,667
-6% -$765K 0.01% 853
2013
Q2 		$12.1M Buy
+224,488
New +$12M 0.01% 813

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock Group's IEX Position: Q4 2016 in Review

BlackRock Group reduced its IDEX (IEX) stake by 2.6% in Q4 2016, selling an estimated $677K and leaving 275,897 shares worth $24.8M. The position accounts for 0.01% of the portfolio, ranked #745.

BlackRock Group first reported a position in IEX in Q2 2013 and has held it in 15 quarters since. The position peaked at $26.5M in Q3 2016. 327 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • BlackRock Group held 275,897 shares of IDEX worth $24.8M as of Q4 2016.
  • BlackRock Group sold 7,479 IDEX shares in Q4 2016, an estimated $677K.
  • IDEX made up 0.01% of BlackRock Group's portfolio in Q4 2016, its #745 holding.
  • BlackRock Group first reported a position in IDEX in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's IDEX position peaked at $26.5M in Q3 2016.
  • 327 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

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