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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

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

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

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

AllianceBernstein

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return