First National Bank of Omaha’s IDEX IEX Stock Holding History

First National Bank of Omaha’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
2014 Q1	–	Sell	-4,400	Closed	-$325K	–	395
2013 Q4	$325K	Sell	4,400 -4,750	-52%	-$330K	0.02%	345
2013 Q3	$597K	Buy	9,150 +275	+3%	+$16.6K	0.05%	246
2013 Q2	$478	Buy	+8,875	New	+$473K	0.04%	276

Other funds holding IEX

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ACM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

First National Bank of Omaha's IEX Position: Q1 2014 in Review

First National Bank of Omaha sold out of IDEX (IEX) in Q1 2014, closing a stake of 4,400 shares — an estimated $325K sold.

First National Bank of Omaha first reported a position in IEX in Q2 2013 and held it in 3 quarters. The position peaked at $597K in Q3 2013. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

First National Bank of Omaha reported no remaining IDEX position as of Q1 2014 after selling out during the quarter.
First National Bank of Omaha sold 4,400 IDEX shares in Q1 2014, an estimated $325K.
First National Bank of Omaha first reported a position in IDEX in Q2 2013 and held it in 3 quarters.
First National Bank of Omaha's IDEX position peaked at $597K in Q3 2013.
312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on First National Bank of Omaha's 13F filing for Q1 2014, filed 14 May 2014.