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Global X Management Company’s IDEX IEX Stock Holding History

Global X Management Company’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
Q4 		– Sell
-2,745
Closed -$333K – 1066
2017
Q3 		$333K Sell
2,745
-64
-2% -$7.47K 0.01% 658
2017
Q2 		$317K Sell
2,809
-60
-2% -$6.31K 0.01% 648
2017
Q1 		$268K Buy
2,869
+36
+1% +$3.31K 0.01% 663
2016
Q4 		$255K Sell
2,833
-353
-11% -$31.9K 0.01% 571
2016
Q3 		$298K Buy
+3,186
New +$288K 0.01% 465

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Global X Management Company's IEX Position: Q4 2017 in Review

Global X Management Company sold out of IDEX (IEX) in Q4 2017, closing a stake of 2,745 shares — an estimated $333K sold.

Global X Management Company first reported a position in IEX in Q3 2016 and held it in 5 quarters. The position peaked at $333K in Q3 2017. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

  • Global X Management Company reported no remaining IDEX position as of Q4 2017 after selling out during the quarter.
  • Global X Management Company sold 2,745 IDEX shares in Q4 2017, an estimated $333K.
  • Global X Management Company first reported a position in IDEX in Q3 2016 and held it in 5 quarters.
  • Global X Management Company's IDEX position peaked at $333K in Q3 2017.
  • 395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on Global X Management Company's 13F filing for Q4 2017, filed 8 Feb 2018.