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Dana Investment Advisors’s IDEX IEX Stock Holding History

Dana Investment Advisors’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
Q1 		– Sell
-5,447
Closed -$491K – 296
2016
Q4 		$491K Buy
+5,447
New +$493K 0.02% 231
2016
Q3 		– Sell
-5,447
Closed -$447K – 286
2016
Q2 		$447K Buy
5,447
+1,406
+35% +$117K 0.02% 224
2016
Q1 		$335K Buy
+4,041
New +$303K 0.02% 236

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Dana Investment Advisors's IEX Position: Q1 2017 in Review

Dana Investment Advisors sold out of IDEX (IEX) in Q1 2017, closing a stake of 5,447 shares — an estimated $491K sold.

Dana Investment Advisors first reported a position in IEX in Q1 2016 and held it in 3 quarters. The position peaked at $491K in Q4 2016. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

  • Dana Investment Advisors reported no remaining IDEX position as of Q1 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 5,447 IDEX shares in Q1 2017, an estimated $491K.
  • Dana Investment Advisors first reported a position in IDEX in Q1 2016 and held it in 3 quarters.
  • Dana Investment Advisors's IDEX position peaked at $491K in Q4 2016.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

Based on Dana Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.