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Camarda Financial Advisors’s IDEX IEX Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-239
Closed -$41K – 249
2019
Q2 		$41K Hold
239
– – 0.08% 81
2019
Q1 		$36K Buy
239
+20
+9% +$2.83K 0.07% 95
2018
Q4 		$28K Hold
219
– – 0.03% 102
2018
Q3 		$33K Hold
219
– – 0.04% 127
2018
Q2 		$30K Hold
219
– – 0.03% 131
2018
Q1 		$31K Hold
219
– – 0.03% 117
2017
Q4 		$29K Hold
219
– – 0.03% 121
2017
Q3 		$27K Hold
219
– – 0.03% 130
2017
Q2 		$25K Buy
+219
New +$23K 0.03% 131

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Camarda Financial Advisors's IEX Position: Q3 2019 in Review

Camarda Financial Advisors sold out of IDEX (IEX) in Q3 2019, closing a stake of 239 shares — an estimated $41K sold.

Camarda Financial Advisors first reported a position in IEX in Q2 2017 and held it in 9 quarters. The position peaked at $41K in Q2 2019. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • Camarda Financial Advisors reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 239 IDEX shares in Q3 2019, an estimated $41K.
  • Camarda Financial Advisors first reported a position in IDEX in Q2 2017 and held it in 9 quarters.
  • Camarda Financial Advisors's IDEX position peaked at $41K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.