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Fiduciary Management Associates’s IDEX IEX Stock Holding History

Fiduciary Management Associates’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
2013
Q3 		– Sell
-8,270
Closed -$445K – 133
2013
Q2 		$445K Buy
+8,270
New +$441K 0.03% 116

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BFA
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Fiduciary Management Associates's IEX Position: Q3 2013 in Review

Fiduciary Management Associates sold out of IDEX (IEX) in Q3 2013, closing a stake of 8,270 shares — an estimated $445K sold.

Fiduciary Management Associates first reported a position in IEX in Q2 2013 and held it in 1 quarter. The position peaked at $445K in Q2 2013. 279 funds tracked by Wall St. Rank hold IEX as of Q3 2013.

  • Fiduciary Management Associates reported no remaining IDEX position as of Q3 2013 after selling out during the quarter.
  • Fiduciary Management Associates sold 8,270 IDEX shares in Q3 2013, an estimated $445K.
  • Fiduciary Management Associates first reported a position in IDEX in Q2 2013 and held it in 1 quarter.
  • Fiduciary Management Associates's IDEX position peaked at $445K in Q2 2013.
  • 279 funds tracked by Wall St. Rank held IDEX as of Q3 2013.

Based on Fiduciary Management Associates's 13F filing for Q3 2013, filed 12 Nov 2013.