Delpha Capital Management’s IDEX IEX Stock Holding History

Delpha Capital 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 Q1	–	Sell	-75	Closed	-$10K	–	630
2017 Q4	$10K	Buy	+75	New	+$9.65K	0.01%	1070

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Delpha Capital Management's IEX Position: Q1 2018 in Review

Delpha Capital Management sold out of IDEX (IEX) in Q1 2018, closing a stake of 75 shares — an estimated $10K sold.

Delpha Capital Management first reported a position in IEX in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 409 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

Delpha Capital Management reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
Delpha Capital Management sold 75 IDEX shares in Q1 2018, an estimated $10K.
Delpha Capital Management first reported a position in IDEX in Q4 2017 and held it in 1 quarter.
Delpha Capital Management's IDEX position peaked at $10K in Q4 2017.
409 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.