Calton & Associates’s IDEX IEX Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,166	Closed	-$160K	–	777
2017 Q4	$160K	Buy	+1,166	New	+$150K	0.04%	385

Other funds holding IEX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Calton & Associates's IEX Position: Q1 2018 in Review

Calton & Associates sold out of IDEX (IEX) in Q1 2018, closing a stake of 1,166 shares — an estimated $160K sold.

Calton & Associates first reported a position in IEX in Q4 2017 and held it in 1 quarter. The position peaked at $160K in Q4 2017. 408 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

Calton & Associates reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,166 IDEX shares in Q1 2018, an estimated $160K.
Calton & Associates first reported a position in IDEX in Q4 2017 and held it in 1 quarter.
Calton & Associates's IDEX position peaked at $160K in Q4 2017.
408 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.