Claro Advisors’s IDEX IEX Stock Holding History

Claro 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 Q1	–	Sell	-198	Closed	-$30K	–	522
2018 Q4	$30K	Buy	+198	New	+$26.5K	0.02%	452

Other funds holding IEX

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

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

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Claro Advisors's IEX Position: Q1 2019 in Review

Claro Advisors sold out of IDEX (IEX) in Q1 2019, closing a stake of 198 shares — an estimated $30K sold.

Claro Advisors first reported a position in IEX in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

Claro Advisors reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 198 IDEX shares in Q1 2019, an estimated $30K.
Claro Advisors first reported a position in IDEX in Q4 2018 and held it in 1 quarter.
Claro Advisors's IDEX position peaked at $30K in Q4 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.