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Clinton Group’s IDEX IEX Stock Holding History

Clinton Group’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
Q3 		$300K Sell
1,994
-361
-15% -$53.8K 0.11% 155
2018
Q2 		$321K Buy
+2,355
New +$329K 0.05% 292
2018
Q1 		– Sell
-1,775
Closed -$234K – 422
2017
Q4 		$234K Buy
+1,775
New +$228K 0.02% 362
2017
Q1 		– Sell
-7,632
Closed -$687K – 976
2016
Q4 		$687K Buy
+7,632
New +$690K 0.04% 488
2016
Q3 		– Sell
-5,369
Closed -$441K – 978
2016
Q2 		$441K Buy
+5,369
New +$447K 0.02% 667
2014
Q4 		– Sell
-6,551
Closed -$474K – 515
2014
Q3 		$474K Buy
+6,551
New +$506K 0.19% 169

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clinton Group's IEX Position: Q3 2018 in Review

Clinton Group reduced its IDEX (IEX) stake by 15% in Q3 2018, selling an estimated $53.8K and leaving 1,994 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #155.

Clinton Group first reported a position in IEX in Q3 2014 and has held it in 6 quarters since. The position peaked at $687K in Q4 2016. 432 funds tracked by Wall St. Rank hold IEX as of Q3 2018.

  • Clinton Group held 1,994 shares of IDEX worth $300K as of Q3 2018.
  • Clinton Group sold 361 IDEX shares in Q3 2018, an estimated $53.8K.
  • IDEX made up 0.11% of Clinton Group's portfolio in Q3 2018, its #155 holding.
  • Clinton Group first reported a position in IDEX in Q3 2014 and has held it in 6 quarters since.
  • Clinton Group's IDEX position peaked at $687K in Q4 2016.
  • 432 funds tracked by Wall St. Rank held IDEX as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.