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GlobalBridge’s IDEX IEX Stock Holding History

GlobalBridge’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
Q1 		$852K Buy
11,693
+949
+9% +$69.1K 0.4% 80
2013
Q4 		$793K Buy
10,744
+75
+0.7% +$5.21K 0.39% 86
2013
Q3 		$696K Sell
10,669
-39
-0.4% -$2.36K 0.37% 95
2013
Q2 		$576K Buy
+10,708
New +$571K 0.31% 130

Other funds holding IEX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

GlobalBridge's IEX Position: Q1 2014 in Review

GlobalBridge increased its IDEX (IEX) stake by 8.8% in Q1 2014, buying an estimated $69.1K and bringing the position to 11,693 shares worth $852K. The position accounts for 0.4% of the portfolio, ranked #80.

GlobalBridge first reported a position in IEX in Q2 2013 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

  • GlobalBridge held 11,693 shares of IDEX worth $852K as of Q1 2014.
  • GlobalBridge bought 949 IDEX shares in Q1 2014, an estimated $69.1K.
  • IDEX made up 0.4% of GlobalBridge's portfolio in Q1 2014, its #80 holding.
  • GlobalBridge first reported a position in IDEX in Q2 2013 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.