Calamos Advisors’s IDEX IEX Stock Holding History

Calamos 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
2017 Q3	–	Sell	-1,890	Closed	-$214K	–	636
2017 Q2	$214K	Buy	+1,890	New	+$199K	﹤0.01%	595

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Calamos Advisors's IEX Position: Q3 2017 in Review

Calamos Advisors sold out of IDEX (IEX) in Q3 2017, closing a stake of 1,890 shares — an estimated $214K sold.

Calamos Advisors first reported a position in IEX in Q2 2017 and held it in 1 quarter. The position peaked at $214K in Q2 2017. 357 funds tracked by Wall St. Rank hold IEX as of Q3 2017.

Calamos Advisors reported no remaining IDEX position as of Q3 2017 after selling out during the quarter.
Calamos Advisors sold 1,890 IDEX shares in Q3 2017, an estimated $214K.
Calamos Advisors first reported a position in IDEX in Q2 2017 and held it in 1 quarter.
Calamos Advisors's IDEX position peaked at $214K in Q2 2017.
357 funds tracked by Wall St. Rank held IDEX as of Q3 2017.

Based on Calamos Advisors's 13F filing for Q3 2017, filed 25 Oct 2017.