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Cornerstone Advisors (Washington)’s IDEX IEX Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-199
Closed -$34K – 1095
2019
Q2 		$34K Buy
199
+16
+9% +$2.51K ﹤0.01% 503
2019
Q1 		$28K Buy
183
+72
+65% +$10.2K ﹤0.01% 520
2018
Q4 		$14K Sell
111
-9
-8% -$1.21K ﹤0.01% 574
2018
Q3 		$18K Buy
120
+25
+26% +$3.73K 0.01% 551
2018
Q2 		$13K Buy
95
+2
+2% +$279 0.01% 569
2018
Q1 		$13K Buy
93
+12
+15% +$1.68K 0.01% 555
2017
Q4 		$11K Sell
81
-4
-5% -$515 0.01% 565
2017
Q3 		$10K Hold
85
– – 0.01% 580
2017
Q2 		$10K Hold
85
– – 0.01% 578
2017
Q1 		$8K Hold
85
– – ﹤0.01% 611
2016
Q4 		$8K Hold
85
– – 0.01% 623
2016
Q3 		$8K Hold
85
– – 0.01% 607
2016
Q2 		$7K Hold
85
– – 0.01% 492
2016
Q1 		$7K Buy
+85
New +$6.38K 0.01% 487
2014
Q3 		– Sell
-11
Closed -$1K – 616
2014
Q2 		$1K Hold
11
– – ﹤0.01% 571
2014
Q1 		$1K Buy
+11
New +$801 ﹤0.01% 492

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IEX Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of IDEX (IEX) in Q3 2019, closing a stake of 199 shares — an estimated $34K sold.

Cornerstone Advisors (Washington) first reported a position in IEX in Q1 2014 and held it in 16 quarters. The position peaked at $34K in Q2 2019. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 199 IDEX shares in Q3 2019, an estimated $34K.
  • Cornerstone Advisors (Washington) first reported a position in IDEX in Q1 2014 and held it in 16 quarters.
  • Cornerstone Advisors (Washington)'s IDEX position peaked at $34K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.