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First Mercantile Trust’s IDEX IEX Stock Holding History

First Mercantile 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
2016
Q4 		– Sell
-4,370
Closed -$409K – 863
2016
Q3 		$409K Sell
4,370
-660
-13% -$59.6K 0.05% 424
2016
Q2 		$413K Sell
5,030
-400
-7% -$33.3K 0.05% 443
2016
Q1 		$450K Sell
5,430
-450
-8% -$33.8K 0.05% 409
2015
Q4 		$450K Sell
5,880
-1,420
-19% -$109K 0.05% 473
2015
Q3 		$520K Sell
7,300
-780
-10% -$57.5K 0.05% 432
2015
Q2 		$635K Hold
8,080
– – 0.05% 427
2015
Q1 		$613K Buy
8,080
+630
+8% +$47.4K 0.05% 435
2014
Q4 		$580K Sell
7,450
-1,509
-17% -$112K 0.05% 459
2014
Q3 		$649K Sell
8,959
-2,933
-25% -$226K 0.05% 452
2014
Q2 		$960K Hold
11,892
– – 0.08% 355
2014
Q1 		$867K Sell
11,892
-3,368
-22% -$245K 0.06% 430
2013
Q4 		$1.13M Sell
15,260
-5,499
-26% -$382K 0.09% 334
2013
Q3 		$1.35M Sell
20,759
-6,611
-24% -$400K 0.11% 268
2013
Q2 		$1.47M Buy
+27,370
New +$1.46M 0.13% 227

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