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Eagle Boston Investment Management’s IDEX IEX Stock Holding History

Eagle Boston Investment 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
2019
Q2 		– Sell
-12,750
Closed -$1.93M – 106
2019
Q1 		$1.93M Sell
12,750
-2,980
-19% -$421K 0.85% 53
2018
Q4 		$1.99M Buy
15,730
+535
+4% +$71.6K 0.69% 65
2018
Q3 		$2.29M Sell
15,195
-554
-4% -$82.6K 0.21% 102
2018
Q2 		$2.15M Buy
15,749
+545
+4% +$76.1K 0.2% 99
2018
Q1 		$2.17M Buy
15,204
+195
+1% +$27.2K 0.22% 101
2017
Q4 		$1.99M Buy
15,009
+2,783
+23% +$358K 0.2% 99
2017
Q3 		$1.5M Sell
12,226
-19
-0.2% -$2.22K 0.15% 104
2017
Q2 		$1.38M Sell
12,245
-2,146
-15% -$226K 0.15% 104
2017
Q1 		$1.34M Buy
14,391
+1,005
+8% +$92.3K 0.15% 111
2016
Q4 		$1.21M Sell
13,386
-8,283
-38% -$749K 0.14% 114
2016
Q3 		$2.03M Sell
21,669
-2,497
-10% -$225K 0.26% 99
2016
Q2 		$1.98M Sell
24,166
-148
-0.6% -$12.3K 0.27% 96
2016
Q1 		$2.02M Buy
24,314
+283
+1% +$21.2K 0.28% 99
2015
Q4 		$1.84M Buy
24,031
+223
+0.9% +$17.1K 0.26% 100
2015
Q3 		$1.7M Buy
23,808
+803
+3% +$59.2K 0.23% 100
2015
Q2 		$1.81M Sell
23,005
-13,142
-36% -$1.02M 0.23% 104
2015
Q1 		$2.74M Sell
36,147
-42,430
-54% -$3.19M 0.23% 102
2014
Q4 		$6.12M Sell
78,577
-29,578
-27% -$2.2M 0.4% 90
2014
Q3 		$7.83M Sell
108,155
-16,976
-14% -$1.31M 0.43% 94
2014
Q2 		$10.1M Sell
125,131
-2,165
-2% -$164K 0.5% 84
2014
Q1 		$9.28M Sell
127,296
-16,869
-12% -$1.23M 0.46% 91
2013
Q4 		$10.6M Buy
144,165
+91,520
+174% +$6.36M 0.52% 79
2013
Q3 		$3.41M Sell
52,645
-1,017
-2% -$61.5K 0.21% 110
2013
Q2 		$2.89M Buy
+53,662
New +$2.86M 0.19% 113

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Boston Investment Management's IEX Position: Q2 2019 in Review

Eagle Boston Investment Management sold out of IDEX (IEX) in Q2 2019, closing a stake of 12,750 shares — an estimated $1.93M sold.

Eagle Boston Investment Management first reported a position in IEX in Q2 2013 and held it in 24 quarters. The position peaked at $10.6M in Q4 2013. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Eagle Boston Investment Management reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Eagle Boston Investment Management sold 12,750 IDEX shares in Q2 2019, an estimated $1.93M.
  • Eagle Boston Investment Management first reported a position in IDEX in Q2 2013 and held it in 24 quarters.
  • Eagle Boston Investment Management's IDEX position peaked at $10.6M in Q4 2013.
  • 425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.