GC
IEX icon

Globeflex Capital’s IDEX IEX Stock Holding History

Globeflex Capital’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
Q3 		– Sell
-3,903
Closed -$315K – 607
2014
Q2 		$315K Hold
3,903
– – 0.03% 328
2014
Q1 		$284K Sell
3,903
-338
-8% -$24.6K 0.03% 322
2013
Q4 		$313K Sell
4,241
-7,232
-63% -$503K 0.04% 317
2013
Q3 		$748K Sell
11,473
-932
-8% -$56.3K 0.1% 247
2013
Q2 		$667K Buy
+12,405
New +$661K 0.09% 255

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Globeflex Capital's IEX Position: Q3 2014 in Review

Globeflex Capital sold out of IDEX (IEX) in Q3 2014, closing a stake of 3,903 shares — an estimated $315K sold.

Globeflex Capital first reported a position in IEX in Q2 2013 and held it in 5 quarters. The position peaked at $748K in Q3 2013. 305 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • Globeflex Capital reported no remaining IDEX position as of Q3 2014 after selling out during the quarter.
  • Globeflex Capital sold 3,903 IDEX shares in Q3 2014, an estimated $315K.
  • Globeflex Capital first reported a position in IDEX in Q2 2013 and held it in 5 quarters.
  • Globeflex Capital's IDEX position peaked at $748K in Q3 2013.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on Globeflex Capital's 13F filing for Q3 2014, filed 15 Oct 2014.