CD
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Carl Domino’s IDEX IEX Stock Holding History

Carl Domino’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
2015
Q1 		– Sell
-8,907
Closed -$693K – 181
2014
Q4 		$693K Sell
8,907
-168
-2% -$12.5K 0.37% 76
2014
Q3 		$657K Sell
9,075
-15
-0.2% -$1.16K 0.35% 72
2014
Q2 		$734K Hold
9,090
– – 0.37% 73
2014
Q1 		$663K Sell
9,090
-342
-4% -$24.9K 0.35% 72
2013
Q4 		$697K Sell
9,432
-335
-3% -$23.3K 0.38% 69
2013
Q3 		$637K Sell
9,767
-157
-2% -$9.49K 0.36% 70
2013
Q2 		$534K Buy
+9,924
New +$529K 0.3% 75

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return