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Crawford Investment Counsel’s IDEX IEX Stock Holding History

Crawford Investment Counsel’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
2013
Q3 		– Sell
-5,550
Closed -$299K – 216
2013
Q2 		$299K Buy
+5,550
New +$296K 0.01% 182

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crawford Investment Counsel's IEX Position: Q3 2013 in Review

Crawford Investment Counsel sold out of IDEX (IEX) in Q3 2013, closing a stake of 5,550 shares — an estimated $299K sold.

Crawford Investment Counsel first reported a position in IEX in Q2 2013 and held it in 1 quarter. The position peaked at $299K in Q2 2013. 279 funds tracked by Wall St. Rank hold IEX as of Q3 2013.

  • Crawford Investment Counsel reported no remaining IDEX position as of Q3 2013 after selling out during the quarter.
  • Crawford Investment Counsel sold 5,550 IDEX shares in Q3 2013, an estimated $299K.
  • Crawford Investment Counsel first reported a position in IDEX in Q2 2013 and held it in 1 quarter.
  • Crawford Investment Counsel's IDEX position peaked at $299K in Q2 2013.
  • 279 funds tracked by Wall St. Rank held IDEX as of Q3 2013.

Based on Crawford Investment Counsel's 13F filing for Q3 2013, filed 5 Nov 2013.