DC Investments Management’s IDEX IEX Stock Holding History

DC Investments Management’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
2018 Q2	–	Sell	-2,112	Closed	-$301K	–	343
2018 Q1	$301K	Buy	+2,112	New	+$295K	0.2%	179

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

DC Investments Management's IEX Position: Q2 2018 in Review

DC Investments Management sold out of IDEX (IEX) in Q2 2018, closing a stake of 2,112 shares — an estimated $301K sold.

DC Investments Management first reported a position in IEX in Q1 2018 and held it in 1 quarter. The position peaked at $301K in Q1 2018. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

DC Investments Management reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
DC Investments Management sold 2,112 IDEX shares in Q2 2018, an estimated $301K.
DC Investments Management first reported a position in IDEX in Q1 2018 and held it in 1 quarter.
DC Investments Management's IDEX position peaked at $301K in Q1 2018.
411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on DC Investments Management's 13F filing for Q2 2018, filed 3 Aug 2018.