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Calvert Investment Management’s IDEX IEX Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-61,294
Closed -$5.52M – 283
2016
Q4 		$5.52M Sell
61,294
-11,933
-16% -$1.08M 0.21% 142
2016
Q3 		$6.85M Buy
73,227
+67,404
+1,158% +$6.09M 0.25% 114
2016
Q2 		$478K Hold
5,823
– – 0.02% 514
2016
Q1 		$483K Buy
5,823
+652
+13% +$48.9K 0.02% 495
2015
Q4 		$396K Buy
5,171
+1,279
+33% +$98K 0.02% 505
2015
Q3 		$277K Buy
3,892
+169
+5% +$12.4K 0.01% 499
2015
Q2 		$293K Buy
3,723
+332
+10% +$25.7K 0.01% 509
2015
Q1 		$257K Buy
3,391
+419
+14% +$31.5K 0.02% 531
2014
Q4 		$231K Buy
2,972
+34
+1% +$2.53K 0.02% 530
2014
Q3 		$213K Buy
+2,938
New +$227K 0.02% 534

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Calvert Investment Management's IEX Position: Q1 2017 in Review

Calvert Investment Management sold out of IDEX (IEX) in Q1 2017, closing a stake of 61,294 shares — an estimated $5.52M sold.

Calvert Investment Management first reported a position in IEX in Q3 2014 and held it in 10 quarters. The position peaked at $6.85M in Q3 2016. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

  • Calvert Investment Management reported no remaining IDEX position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 61,294 IDEX shares in Q1 2017, an estimated $5.52M.
  • Calvert Investment Management first reported a position in IDEX in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's IDEX position peaked at $6.85M in Q3 2016.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.