FirstMerit Bank N.A. Trustee’s IDEX IEX Stock Holding History

FirstMerit Bank N.A. Trustee’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 Q2	$398K	Hold	4,851	–	–	0.03%	231
2016 Q1	$402K	Buy	4,851 +154	+3%	+$11.6K	0.03%	220
2015 Q4	$360K	Sell	4,697 -91	-2%	-$6.97K	0.03%	238
2015 Q3	$341K	Sell	4,788 -3	-0.1%	-$221	0.03%	246
2015 Q2	$376K	Buy	4,791 +28	+0.6%	+$2.17K	0.03%	241
2015 Q1	$361K	Sell	4,763 -2	-0%	-$151	0.03%	242
2014 Q4	$371K	Sell	4,765 -953	-17%	-$71K	0.03%	238
2014 Q3	$414K	Sell	5,718 -156	-3%	-$12K	0.03%	228
2014 Q2	$474K	Sell	5,874 -13	-0.2%	-$983	0.04%	214
2014 Q1	$429K	Buy	5,887 +594	+11%	+$43.2K	0.04%	217
2013 Q4	$391K	Sell	5,293 -472	-8%	-$32.8K	0.03%	216
2013 Q3	$376K	Sell	5,765 -86	-1%	-$5.2K	0.03%	215
2013 Q2	$315K	Buy	+5,851	New	+$312K	0.03%	225

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

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

FirstMerit Bank N.A. Trustee's IEX Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee held its IDEX (IEX) position steady in Q2 2016 at 4,851 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #231.

FirstMerit Bank N.A. Trustee first reported a position in IEX in Q2 2013 and has held it in 13 quarters since. The position peaked at $474K in Q2 2014. 318 funds tracked by Wall St. Rank hold IEX as of Q2 2016.

FirstMerit Bank N.A. Trustee held 4,851 shares of IDEX worth $398K as of Q2 2016.
FirstMerit Bank N.A. Trustee left its IDEX share count unchanged in Q2 2016.
IDEX made up 0.03% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #231 holding.
FirstMerit Bank N.A. Trustee first reported a position in IDEX in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's IDEX position peaked at $474K in Q2 2014.
318 funds tracked by Wall St. Rank held IDEX as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.