EAM
Edge Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $31.1M | Buy |
332,510
+10,319
| +3% | +$965K | 0.23% | 134 |
|
|
2016
Q4 | $29M | Buy |
322,191
+18,469
| +6% | +$1.66M | 0.22% | 134 |
|
|
2016
Q3 | $28.4M | Buy |
303,722
+36,524
| +14% | +$3.42M | 0.24% | 133 |
|
|
2016
Q2 | $21.9M | Sell |
267,198
-5,220
| -2% | -$429K | 0.2% | 149 |
|
|
2016
Q1 | $22.6M | Sell |
272,418
-41,474
| -13% | -$3.44M | 0.22% | 132 |
|
|
2015
Q4 | $24M | Sell |
313,892
-3,288
| -1% | -$252K | 0.23% | 123 |
|
|
2015
Q3 | $22.6M | Sell |
317,180
-8,993
| -3% | -$641K | 0.23% | 128 |
|
|
2015
Q2 | $25.6M | Sell |
326,173
-121,936
| -27% | -$9.58M | 0.23% | 128 |
|
|
2015
Q1 | $34M | Buy |
448,109
+155,765
| +53% | +$11.8M | 0.3% | 117 |
|
|
2014
Q4 | $22.8M | Buy |
292,344
+39,151
| +15% | +$3.05M | 0.22% | 122 |
|
|
2014
Q3 | $18.3M | Buy |
253,193
+48,524
| +24% | +$3.51M | 0.18% | 131 |
|
|
2014
Q2 | $16.5M | Buy |
204,669
+14,139
| +7% | +$1.14M | 0.17% | 131 |
|
|
2014
Q1 | $13.9M | Buy |
190,530
+6,148
| +3% | +$448K | 0.15% | 146 |
|
|
2013
Q4 | $13.6M | Sell |
184,382
-128,816
| -41% | -$9.51M | 0.15% | 140 |
|
|
2013
Q3 | $18.7M | Buy |
313,198
+158,209
| +102% | +$9.43M | 0.11% | 166 |
|
|
2013
Q2 | $8.34M | Buy |
+154,989
| New | +$8.34M | 0.1% | 170 |
|