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Bruderman Asset Management’s IDEX IEX Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-412
Closed -$63K – 318
2019
Q1 		$63K Hold
412
– – 0.01% 240
2018
Q4 		$52K Buy
+412
New +$55.1K 0.01% 239

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bruderman Asset Management's IEX Position: Q2 2019 in Review

Bruderman Asset Management sold out of IDEX (IEX) in Q2 2019, closing a stake of 412 shares — an estimated $63K sold.

Bruderman Asset Management first reported a position in IEX in Q4 2018 and held it in 2 quarters. The position peaked at $63K in Q1 2019. 426 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Bruderman Asset Management reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 412 IDEX shares in Q2 2019, an estimated $63K.
  • Bruderman Asset Management first reported a position in IDEX in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's IDEX position peaked at $63K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.