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
2016 Q4	–	Sell	-400	Closed	-$1K	–	6860
2016 Q3	$1K	Buy	400 +200	+100%	+$18.1K	﹤0.01%	6136
2016 Q2	$1K	Hold	200	–	–	﹤0.01%	6090
2016 Q1	$1K	Sell	200 -600	-75%	-$45K	﹤0.01%	5997
2015 Q4	$1K	Buy	+800	New	+$61.3K	﹤0.01%	5959

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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.