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GCA Investment Management’s IDEX IEX Stock Holding History

GCA 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
2017
Q2 		– Sell
-60,000
Closed -$5.61M – 39
2017
Q1 		$5.61M Sell
60,000
-10,583
-15% -$972K 1.32% 28
2016
Q4 		$6.36M Sell
70,583
-29,417
-29% -$2.66M 1.84% 23
2016
Q3 		$9.36M Sell
100,000
-8,118
-8% -$733K 2.89% 19
2016
Q2 		$8.88M Sell
108,118
-21,882
-17% -$1.82M 2.79% 19
2016
Q1 		$10.8M Sell
130,000
-20,000
-13% -$1.5M 3.77% 17
2015
Q4 		$11.5M Buy
+150,000
New +$11.5M 3.77% 15
2015
Q2 		$8.88M Buy
+108,118
New +$8.37M 3.65% 14

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

GCA Investment Management's IEX Position: Q2 2017 in Review

GCA Investment Management sold out of IDEX (IEX) in Q2 2017, closing a stake of 60,000 shares — an estimated $5.61M sold.

GCA Investment Management first reported a position in IEX in Q2 2015 and held it in 7 quarters. The position peaked at $11.5M in Q4 2015. 330 funds tracked by Wall St. Rank hold IEX as of Q2 2017.

  • GCA Investment Management reported no remaining IDEX position as of Q2 2017 after selling out during the quarter.
  • GCA Investment Management sold 60,000 IDEX shares in Q2 2017, an estimated $5.61M.
  • GCA Investment Management first reported a position in IDEX in Q2 2015 and held it in 7 quarters.
  • GCA Investment Management's IDEX position peaked at $11.5M in Q4 2015.
  • 330 funds tracked by Wall St. Rank held IDEX as of Q2 2017.

Based on GCA Investment Management's 13F filing for Q2 2017, filed 4 Aug 2017.