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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

ACM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Foresters Investment Management's IEX Position: Q1 2018 in Review

Foresters Investment Management sold out of IDEX (IEX) in Q1 2018, closing a stake of 3,839 shares — an estimated $507K sold.

Foresters Investment Management first reported a position in IEX in Q2 2013 and held it in 11 quarters. The position peaked at $9.69M in Q2 2013. 409 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

Foresters Investment Management reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
Foresters Investment Management sold 3,839 IDEX shares in Q1 2018, an estimated $507K.
Foresters Investment Management first reported a position in IDEX in Q2 2013 and held it in 11 quarters.
Foresters Investment Management's IDEX position peaked at $9.69M in Q2 2013.
409 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.