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Curian Capital’s IDEX IEX Stock Holding History

Curian 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
2016
Q1 		– Sell
-4,158
Closed -$319K – 187
2015
Q4 		$319K Sell
4,158
-6,340
-60% -$486K 0.02% 366
2015
Q3 		$749K Sell
10,498
-4,031
-28% -$297K 0.02% 425
2015
Q2 		$1.14M Buy
14,529
+42
+0.3% +$3.25K 0.02% 438
2015
Q1 		$1.1M Buy
14,487
+13
+0.1% +$978 0.02% 446
2014
Q4 		$1.13M Buy
14,474
+1,695
+13% +$126K 0.02% 418
2014
Q3 		$925K Sell
12,779
-1,655
-11% -$128K 0.02% 442
2014
Q2 		$1.17M Buy
14,434
+2,660
+23% +$201K 0.02% 400
2014
Q1 		$858K Sell
11,774
-8,874
-43% -$646K 0.02% 462
2013
Q4 		$1.52M Sell
20,648
-4,895
-19% -$340K 0.03% 321
2013
Q3 		$1.67M Buy
25,543
+739
+3% +$44.7K 0.03% 276
2013
Q2 		$1.33M Buy
+24,804
New +$1.32M 0.02% 299

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curian Capital's IEX Position: Q1 2016 in Review

Curian Capital sold out of IDEX (IEX) in Q1 2016, closing a stake of 4,158 shares — an estimated $319K sold.

Curian Capital first reported a position in IEX in Q2 2013 and held it in 11 quarters. The position peaked at $1.67M in Q3 2013. 298 funds tracked by Wall St. Rank hold IEX as of Q1 2016.

  • Curian Capital reported no remaining IDEX position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 4,158 IDEX shares in Q1 2016, an estimated $319K.
  • Curian Capital first reported a position in IDEX in Q2 2013 and held it in 11 quarters.
  • Curian Capital's IDEX position peaked at $1.67M in Q3 2013.
  • 298 funds tracked by Wall St. Rank held IDEX as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.