FIM
IEX icon

Foresters Investment Management’s IDEX IEX Stock Holding History

Foresters Investment Management’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
2018
Q1 		– Sell
-3,839
Closed -$507K – 473
2017
Q4 		$507K Buy
3,839
+622
+19% +$80.1K 0.01% 393
2017
Q3 		$391K Buy
3,217
+866
+37% +$101K 0.01% 401
2017
Q2 		$266K Buy
+2,351
New +$247K ﹤0.01% 432
2015
Q2 		– Sell
-60,000
Closed -$4.55M – 303
2015
Q1 		$4.55M Hold
60,000
– – 0.09% 224
2014
Q4 		$4.67M Hold
60,000
– – 0.09% 220
2014
Q3 		$4.34M Hold
60,000
– – 0.09% 214
2014
Q2 		$4.84M Hold
60,000
– – 0.1% 208
2014
Q1 		$4.37M Hold
60,000
– – 0.09% 213
2013
Q4 		$4.43M Hold
60,000
– – 0.1% 206
2013
Q3 		$3.92M Sell
60,000
-120,153
-67% -$7.26M 0.1% 201
2013
Q2 		$9.69M Buy
+180,153
New +$9.6M 0.29% 113

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return