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First Citizens Bank & Trust’s IDEX IEX Stock Holding History

First Citizens Bank & Trust’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
Q4 		– Sell
-1,504
Closed -$246K – 379
2019
Q3 		$246K Sell
1,504
-2,230
-60% -$370K 0.03% 298
2019
Q2 		$643K Buy
3,734
+2
+0.1% +$314 0.07% 223
2019
Q1 		$566K Buy
3,732
+1,034
+38% +$146K 0.06% 234
2018
Q4 		$341K Buy
2,698
+23
+0.9% +$3.08K 0.04% 260
2018
Q3 		$403K Sell
2,675
-50
-2% -$7.45K 0.04% 254
2018
Q2 		$372K Buy
2,725
+127
+5% +$17.7K 0.05% 274
2018
Q1 		$370K Buy
2,598
+173
+7% +$24.1K 0.05% 264
2017
Q4 		$320K Sell
2,425
-655
-21% -$84.3K 0.04% 278
2017
Q3 		$374K Buy
+3,080
New +$360K 0.05% 271
2014
Q3 		– Sell
-2,568
Closed -$207K – 341
2014
Q2 		$207K Buy
+2,568
New +$194K 0.02% 322
2013
Q4 		– Sell
-7,750
Closed -$506K – 551
2013
Q3 		$506K Sell
7,750
-232
-3% -$14K 0.02% 705
2013
Q2 		$430K Buy
+7,982
New +$426K 0.02% 740

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Citizens Bank & Trust's IEX Position: Q4 2019 in Review

First Citizens Bank & Trust sold out of IDEX (IEX) in Q4 2019, closing a stake of 1,504 shares — an estimated $246K sold.

First Citizens Bank & Trust first reported a position in IEX in Q2 2013 and held it in 12 quarters. The position peaked at $643K in Q2 2019. 475 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • First Citizens Bank & Trust reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
  • First Citizens Bank & Trust sold 1,504 IDEX shares in Q4 2019, an estimated $246K.
  • First Citizens Bank & Trust first reported a position in IDEX in Q2 2013 and held it in 12 quarters.
  • First Citizens Bank & Trust's IDEX position peaked at $643K in Q2 2019.
  • 475 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on First Citizens Bank & Trust's 13F filing for Q4 2019, filed 15 Jan 2020.