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Brinker Capital’s IDEX IEX Stock Holding History

Brinker Capital’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
2020
Q2 		$743K Buy
4,703
+1,709
+57% +$261K 0.02% 594
2020
Q1 		$414K Buy
2,994
+1,572
+111% +$247K 0.02% 696
2019
Q4 		$245K Sell
1,422
-213
-13% -$34.5K 0.01% 885
2019
Q3 		$268K Sell
1,635
-1,379
-46% -$229K 0.01% 846
2019
Q2 		$519K Sell
3,014
-72
-2% -$11.3K 0.02% 677
2019
Q1 		$468K Buy
+3,086
New +$436K 0.02% 695
2018
Q4 		– Sell
-1,344
Closed -$202K – 928
2018
Q3 		$202K Buy
+1,344
New +$200K 0.01% 957
2018
Q2 		– Sell
-1,624
Closed -$231K – 1004
2018
Q1 		$231K Buy
+1,624
New +$227K 0.01% 932
2017
Q2 		– Sell
-2,172
Closed -$203K – 760
2017
Q1 		$203K Sell
2,172
-861
-28% -$79.1K 0.01% 880
2016
Q4 		$273K Buy
+3,033
New +$274K 0.02% 606

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return