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Convergence Investment Partners’s IDEX IEX Stock Holding History

Convergence Investment Partners’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
-145
Closed -$21K – 587
2018
Q1 		$21K Buy
+145
New +$20.2K ﹤0.01% 586
2014
Q4 		– Sell
-16,710
Closed -$1.21M – 398
2014
Q3 		$1.21M Sell
16,710
-5,335
-24% -$412K 0.17% 192
2014
Q2 		$1.78M Sell
22,045
-4,095
-16% -$310K 0.23% 145
2014
Q1 		$1.91M Buy
26,140
+12,980
+99% +$945K 0.29% 117
2013
Q4 		$972K Buy
+13,160
New +$914K 0.16% 174

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Convergence Investment Partners's IEX Position: Q2 2018 in Review

Convergence Investment Partners sold out of IDEX (IEX) in Q2 2018, closing a stake of 145 shares — an estimated $21K sold.

Convergence Investment Partners first reported a position in IEX in Q4 2013 and held it in 5 quarters. The position peaked at $1.91M in Q1 2014. 412 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • Convergence Investment Partners reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 145 IDEX shares in Q2 2018, an estimated $21K.
  • Convergence Investment Partners first reported a position in IDEX in Q4 2013 and held it in 5 quarters.
  • Convergence Investment Partners's IDEX position peaked at $1.91M in Q1 2014.
  • 412 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.