Financial Architects (New Jersey)’s IDEX IEX Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-244	Closed	-$37K	–	1326
2019 Q1	$37K	Sell	244 -2	-0.8%	-$283	0.01%	696
2018 Q4	$31K	Hold	246	–	–	0.01%	673
2018 Q3	$37K	Sell	246 -45	-15%	-$6.71K	0.01%	730
2018 Q2	$40K	Sell	291 -3	-1%	-$419	0.01%	628
2018 Q1	$42K	Sell	294 -17	-5%	-$2.37K	0.01%	661
2017 Q4	$41K	Sell	311 -50	-14%	-$6.43K	0.01%	742
2017 Q3	$44K	Sell	361 -5	-1%	-$584	0.01%	724
2017 Q2	$41K	Sell	366 -34	-9%	-$3.57K	0.01%	742
2017 Q1	$37K	Sell	400 -17	-4%	-$1.56K	0.01%	748
2016 Q4	$38K	Sell	417 -4	-1%	-$362	0.01%	648
2016 Q3	$39K	Hold	421	–	–	0.01%	650
2016 Q2	$35K	Buy	+421	New	+$35K	0.01%	632

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s IEX Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of IDEX (IEX) in Q2 2019, closing a stake of 244 shares — an estimated $37K sold.

Financial Architects (New Jersey) first reported a position in IEX in Q2 2016 and held it in 12 quarters. The position peaked at $44K in Q3 2017. 426 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

Financial Architects (New Jersey) reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 244 IDEX shares in Q2 2019, an estimated $37K.
Financial Architects (New Jersey) first reported a position in IDEX in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s IDEX position peaked at $44K in Q3 2017.
426 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.