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Fulton Bank’s IDEX IEX Stock Holding History

Fulton Bank’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
Q2 		– Sell
-1,665
Closed -$237K – 446
2018
Q1 		$237K Sell
1,665
-502
-23% -$70.1K 0.02% 391
2017
Q4 		$286K Sell
2,167
-441
-17% -$56.8K 0.02% 368
2017
Q3 		$317K Sell
2,608
-807
-24% -$94.2K 0.02% 354
2017
Q2 		$386K Sell
3,415
-555
-14% -$58.3K 0.03% 309
2017
Q1 		$371K Sell
3,970
-287
-7% -$26.4K 0.03% 309
2016
Q4 		$384K Sell
4,257
-529
-11% -$47.9K 0.03% 288
2016
Q3 		$448K Sell
4,786
-784
-14% -$70.8K 0.04% 257
2016
Q2 		$457K Sell
5,570
-165
-3% -$13.7K 0.04% 247
2016
Q1 		$475K Sell
5,735
-327
-5% -$24.5K 0.05% 237
2015
Q4 		$465K Sell
6,062
-296
-5% -$22.7K 0.05% 226
2015
Q3 		$453K Buy
6,358
+74
+1% +$5.45K 0.05% 233
2015
Q2 		$494K Buy
6,284
+173
+3% +$13.4K 0.05% 228
2015
Q1 		$464K Buy
6,111
+237
+4% +$17.8K 0.05% 232
2014
Q4 		$458K Sell
5,874
-120
-2% -$8.94K 0.05% 220
2014
Q3 		$434K Buy
5,994
+68
+1% +$5.25K 0.05% 218
2014
Q2 		$479K Buy
5,926
+1,117
+23% +$84.5K 0.05% 214
2014
Q1 		$351K Buy
4,809
+17
+0.4% +$1.24K 0.04% 236
2013
Q4 		$354K Sell
4,792
-2,735
-36% -$190K 0.04% 241
2013
Q3 		$491K Buy
7,527
+3,167
+73% +$191K 0.06% 204
2013
Q2 		$235K Buy
+4,360
New +$232K 0.03% 266

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fulton Bank's IEX Position: Q2 2018 in Review

Fulton Bank sold out of IDEX (IEX) in Q2 2018, closing a stake of 1,665 shares — an estimated $237K sold.

Fulton Bank first reported a position in IEX in Q2 2013 and held it in 20 quarters. The position peaked at $494K in Q2 2015. 412 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • Fulton Bank reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • Fulton Bank sold 1,665 IDEX shares in Q2 2018, an estimated $237K.
  • Fulton Bank first reported a position in IDEX in Q2 2013 and held it in 20 quarters.
  • Fulton Bank's IDEX position peaked at $494K in Q2 2015.
  • 412 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Fulton Bank's 13F filing for Q2 2018, filed 10 Jul 2018.