FP
IEX icon

Foundry Partners’s IDEX IEX Stock Holding History

Foundry Partners’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
2014
Q4 		– Sell
-5,375
Closed -$389K – 259
2014
Q3 		$389K Sell
5,375
-385
-7% -$29.7K 0.04% 222
2014
Q2 		$465K Sell
5,760
-160
-3% -$12.1K 0.04% 217
2014
Q1 		$432K Sell
5,920
-1,795
-23% -$131K 0.04% 231
2013
Q4 		$570K Buy
+7,715
New +$536K 0.05% 223

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Foundry Partners's IEX Position: Q4 2014 in Review

Foundry Partners sold out of IDEX (IEX) in Q4 2014, closing a stake of 5,375 shares — an estimated $389K sold.

Foundry Partners first reported a position in IEX in Q4 2013 and held it in 4 quarters. The position peaked at $570K in Q4 2013. 293 funds tracked by Wall St. Rank hold IEX as of Q4 2014.

  • Foundry Partners reported no remaining IDEX position as of Q4 2014 after selling out during the quarter.
  • Foundry Partners sold 5,375 IDEX shares in Q4 2014, an estimated $389K.
  • Foundry Partners first reported a position in IDEX in Q4 2013 and held it in 4 quarters.
  • Foundry Partners's IDEX position peaked at $570K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held IDEX as of Q4 2014.

Based on Foundry Partners's 13F filing for Q4 2014, filed 7 Jan 2015.