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Evercore Wealth Management’s IDEX IEX Stock Holding History

Evercore 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
Q1 		– Sell
-53
Closed -$7K – 552
2017
Q4 		$7K Hold
53
– – ﹤0.01% 830
2017
Q3 		$6K Hold
53
– – ﹤0.01% 831
2017
Q2 		$6K Hold
53
– – ﹤0.01% 882
2017
Q1 		$5K Hold
53
– – ﹤0.01% 878
2016
Q4 		$5K Hold
53
– – ﹤0.01% 883
2016
Q3 		$5K Hold
53
– – ﹤0.01% 932
2016
Q2 		$4K Buy
+53
New +$4.41K ﹤0.01% 949

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evercore Wealth Management's IEX Position: Q1 2018 in Review

Evercore Wealth Management sold out of IDEX (IEX) in Q1 2018, closing a stake of 53 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in IEX in Q2 2016 and held it in 7 quarters. The position peaked at $7K in Q4 2017. 408 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

  • Evercore Wealth Management reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 53 IDEX shares in Q1 2018, an estimated $7K.
  • Evercore Wealth Management first reported a position in IDEX in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's IDEX position peaked at $7K in Q4 2017.
  • 408 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.