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Cutler Group’s IDEX IEX Stock Holding History

Cutler Group’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
2017
Q4 		– Sell
-188
Closed -$22K – 5330
2017
Q3 		$22K Sell
188
-200
-52% -$23.4K ﹤0.01% 3043
2017
Q2 		$43K Buy
388
+288
+288% +$30.3K ﹤0.01% 2650
2017
Q1 		$9K Buy
+100
New +$9.19K ﹤0.01% 4146
2016
Q4 		– Sell
-319
Closed -$29K – 6861
2016
Q3 		$29K Buy
+319
New +$28.8K ﹤0.01% 3044
2016
Q2 		– Sell
-104
Closed -$8.65K – 6923
2016
Q1 		$8K Buy
+104
New +$7.8K ﹤0.01% 4318

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cutler Group's IEX Position: Q4 2017 in Review

Cutler Group sold out of IDEX (IEX) in Q4 2017, closing a stake of 188 shares — an estimated $22K sold.

Cutler Group first reported a position in IEX in Q1 2016 and held it in 5 quarters. The position peaked at $43K in Q2 2017. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

  • Cutler Group reported no remaining IDEX position as of Q4 2017 after selling out during the quarter.
  • Cutler Group sold 188 IDEX shares in Q4 2017, an estimated $22K.
  • Cutler Group first reported a position in IDEX in Q1 2016 and held it in 5 quarters.
  • Cutler Group's IDEX position peaked at $43K in Q2 2017.
  • 395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.