Grandeur Peak Global Advisors’s IDEX IEX Stock Holding History

Grandeur Peak Global 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
2019 Q1	–	Sell	-39,525	Closed	-$4.99M	–	87
2018 Q4	$4.99M	Hold	39,525	–	–	0.64%	43
2018 Q3	$5.96M	Sell	39,525 -17,650	-31%	-$2.63M	0.62%	50
2018 Q2	$7.8M	Sell	57,175 -3,750	-6%	-$524K	0.8%	43
2018 Q1	$8.68M	Sell	60,925 -350	-0.6%	-$48.9K	0.98%	37
2017 Q4	$8.09M	Hold	61,275	–	–	1.05%	36
2017 Q3	$7.44M	Buy	61,275 +300	+0.5%	+$35K	1.14%	32
2017 Q2	$6.89M	Buy	60,975 +5,700	+10%	+$599K	1%	35
2017 Q1	$5.17M	Buy	+55,275	New	+$5.08M	0.84%	41

Other funds holding IEX

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

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

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

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

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

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

ACM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Grandeur Peak Global Advisors's IEX Position: Q1 2019 in Review

Grandeur Peak Global Advisors sold out of IDEX (IEX) in Q1 2019, closing a stake of 39,525 shares — an estimated $4.99M sold.

Grandeur Peak Global Advisors first reported a position in IEX in Q1 2017 and held it in 8 quarters. The position peaked at $8.68M in Q1 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

Grandeur Peak Global Advisors reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
Grandeur Peak Global Advisors sold 39,525 IDEX shares in Q1 2019, an estimated $4.99M.
Grandeur Peak Global Advisors first reported a position in IDEX in Q1 2017 and held it in 8 quarters.
Grandeur Peak Global Advisors's IDEX position peaked at $8.68M in Q1 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on Grandeur Peak Global Advisors's 13F filing for Q1 2019, filed 15 May 2019.