Edge Wealth Management’s IDEX IEX Stock Holding History

Edge Wealth 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 Q4	–	Sell	-195	Closed	-$29K	–	589
2018 Q3	$29K	Hold	195	–	–	0.01%	318
2018 Q2	$27K	Buy	+195	New	+$27.2K	0.01%	314

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Wealth Management's IEX Position: Q4 2018 in Review

Edge Wealth Management sold out of IDEX (IEX) in Q4 2018, closing a stake of 195 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in IEX in Q2 2018 and held it in 2 quarters. The position peaked at $29K in Q3 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

Edge Wealth Management reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
Edge Wealth Management sold 195 IDEX shares in Q4 2018, an estimated $29K.
Edge Wealth Management first reported a position in IDEX in Q2 2018 and held it in 2 quarters.
Edge Wealth Management's IDEX position peaked at $29K in Q3 2018.
419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.