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First Personal Financial Services’s IDEX IEX Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-35
Closed -$6K – 644
2019
Q2 		$6K Hold
35
– – ﹤0.01% 574
2019
Q1 		$5K Hold
35
– – ﹤0.01% 592
2018
Q4 		$4K Hold
35
– – ﹤0.01% 586
2018
Q3 		$5K Buy
35
+6
+21% +$894 ﹤0.01% 597
2018
Q2 		$4K Sell
29
-79
-73% -$11K ﹤0.01% 598
2018
Q1 		$15K Buy
108
+79
+272% +$11K ﹤0.01% 691
2017
Q4 		$4K Buy
+29
New +$3.73K ﹤0.01% 923

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
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

First Personal Financial Services's IEX Position: Q3 2019 in Review

First Personal Financial Services sold out of IDEX (IEX) in Q3 2019, closing a stake of 35 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in IEX in Q4 2017 and held it in 7 quarters. The position peaked at $15K in Q1 2018. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • First Personal Financial Services reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 35 IDEX shares in Q3 2019, an estimated $6K.
  • First Personal Financial Services first reported a position in IDEX in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's IDEX position peaked at $15K in Q1 2018.
  • 458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.