Cognios Capital’s IDEX IEX Stock Holding History

Cognios Capital’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 Q2	–	Sell	-4,345	Closed	-$619K	–	158
2018 Q1	$619K	Buy	4,345 +627	+17%	+$87.5K	0.22%	124
2017 Q4	$490K	Buy	+3,718	New	+$479K	0.18%	133

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ACM

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cognios Capital's IEX Position: Q2 2018 in Review

Cognios Capital sold out of IDEX (IEX) in Q2 2018, closing a stake of 4,345 shares — an estimated $619K sold.

Cognios Capital first reported a position in IEX in Q4 2017 and held it in 2 quarters. The position peaked at $619K in Q1 2018. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

Cognios Capital reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
Cognios Capital sold 4,345 IDEX shares in Q2 2018, an estimated $619K.
Cognios Capital first reported a position in IDEX in Q4 2017 and held it in 2 quarters.
Cognios Capital's IDEX position peaked at $619K in Q1 2018.
411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Cognios Capital's 13F filing for Q2 2018, filed 20 Aug 2018.