Gideon Capital Advisors’s IDEX IEX Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-6,073	Closed	-$1.04M	–	96
2019 Q4	$1.04M	Buy	6,073 +2,049	+51%	+$332K	0.36%	108
2019 Q3	$659K	Buy	+4,024	New	+$668K	0.22%	154
2019 Q1	–	Sell	-5,742	Closed	-$725K	–	439
2018 Q4	$725K	Buy	5,742 +1,917	+50%	+$257K	0.3%	99
2018 Q3	$576K	Sell	3,825 -406	-10%	-$60.5K	0.27%	117
2018 Q2	$577K	Sell	4,231 -1,555	-27%	-$217K	0.29%	106
2018 Q1	$825K	Buy	5,786 +3,957	+216%	+$552K	0.51%	34
2017 Q4	$241K	Sell	1,829 -1,616	-47%	-$208K	0.21%	219
2017 Q3	$418K	Buy	+3,445	New	+$402K	0.41%	69
2016 Q4	–	Sell	-2,637	Closed	-$247K	–	431
2016 Q3	$247K	Sell	2,637 -862	-25%	-$77.8K	0.15%	152
2016 Q2	$287K	Buy	3,499 +876	+33%	+$72.9K	0.17%	149
2016 Q1	$217K	Buy	+2,623	New	+$197K	0.27%	123
2014 Q4	–	Sell	-20,167	Closed	-$1.46M	–	246
2014 Q3	$1.46M	Buy	+20,167	New	+$1.56M	0.56%	56
2014 Q2	–	Sell	-29,696	Closed	-$2.17M	–	276
2014 Q1	$2.17M	Buy	29,696 +16,714	+129%	+$1.22M	1.2%	17
2013 Q4	$959K	Buy	+12,982	New	+$902K	0.57%	65

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's IEX Position: Q1 2020 in Review

Gideon Capital Advisors sold out of IDEX (IEX) in Q1 2020, closing a stake of 6,073 shares — an estimated $1.04M sold.

Gideon Capital Advisors first reported a position in IEX in Q4 2013 and held it in 14 quarters. The position peaked at $2.17M in Q1 2014. 492 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Gideon Capital Advisors reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 6,073 IDEX shares in Q1 2020, an estimated $1.04M.
Gideon Capital Advisors first reported a position in IDEX in Q4 2013 and held it in 14 quarters.
Gideon Capital Advisors's IDEX position peaked at $2.17M in Q1 2014.
492 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.