First New York Securities’s IDEX IEX Stock Holding History

First New York Securities’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 Q1	–	Sell	-53	Closed	-$4.06K	–	261
2015 Q4	$4.06K	Sell	53 -52	-50%	-$3.98K	0.03%	50
2015 Q3	$7.49K	Buy	+105	New	+$7.74K	﹤0.01%	257
2015 Q2	–	Sell	-100	Closed	-$7.58K	–	486
2015 Q1	$7.58K	Buy	+100	New	+$7.53K	0.01%	284

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

ACM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BFA

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

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

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First New York Securities's IEX Position: Q1 2016 in Review

First New York Securities sold out of IDEX (IEX) in Q1 2016, closing a stake of 53 shares — an estimated $4.06K sold.

First New York Securities first reported a position in IEX in Q1 2015 and held it in 3 quarters. The position peaked at $7.58K in Q1 2015. 299 funds tracked by Wall St. Rank hold IEX as of Q1 2016.

First New York Securities reported no remaining IDEX position as of Q1 2016 after selling out during the quarter.
First New York Securities sold 53 IDEX shares in Q1 2016, an estimated $4.06K.
First New York Securities first reported a position in IDEX in Q1 2015 and held it in 3 quarters.
First New York Securities's IDEX position peaked at $7.58K in Q1 2015.
299 funds tracked by Wall St. Rank held IDEX as of Q1 2016.

Based on First New York Securities's 13F filing for Q1 2016, filed 31 May 2016.