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Exchange Capital Management’s IDEX IEX Stock Holding History

Exchange 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
2015
Q1 		– Sell
-31
Closed -$2K – 196
2014
Q4 		$2K Buy
+31
New +$2.31K ﹤0.01% 288

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Exchange Capital Management's IEX Position: Q1 2015 in Review

Exchange Capital Management sold out of IDEX (IEX) in Q1 2015, closing a stake of 31 shares — an estimated $2K sold.

Exchange Capital Management first reported a position in IEX in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 280 funds tracked by Wall St. Rank hold IEX as of Q1 2015.

  • Exchange Capital Management reported no remaining IDEX position as of Q1 2015 after selling out during the quarter.
  • Exchange Capital Management sold 31 IDEX shares in Q1 2015, an estimated $2K.
  • Exchange Capital Management first reported a position in IDEX in Q4 2014 and held it in 1 quarter.
  • Exchange Capital Management's IDEX position peaked at $2K in Q4 2014.
  • 280 funds tracked by Wall St. Rank held IDEX as of Q1 2015.

Based on Exchange Capital Management's 13F filing for Q1 2015, filed 17 Apr 2015.