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C Partners Holding’s IDEX IEX Stock Holding History

C Partners Holding’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
2018
Q4 		– Sell
-787
Closed -$119K – 118
2018
Q3 		$119K Sell
787
-829
-51% -$124K 0.04% 147
2018
Q2 		$221K Buy
1,616
+63
+4% +$8.8K 0.08% 173
2018
Q1 		$221K Sell
1,553
-495
-24% -$69.1K 0.09% 100
2017
Q4 		$270K Buy
+2,048
New +$264K 0.11% 148

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C Partners Holding's IEX Position: Q4 2018 in Review

C Partners Holding sold out of IDEX (IEX) in Q4 2018, closing a stake of 787 shares — an estimated $119K sold.

C Partners Holding first reported a position in IEX in Q4 2017 and held it in 4 quarters. The position peaked at $270K in Q4 2017. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • C Partners Holding reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
  • C Partners Holding sold 787 IDEX shares in Q4 2018, an estimated $119K.
  • C Partners Holding first reported a position in IDEX in Q4 2017 and held it in 4 quarters.
  • C Partners Holding's IDEX position peaked at $270K in Q4 2017.
  • 419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on C Partners Holding's 13F filing for Q4 2018, filed 7 Feb 2019.