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Hanseatic Management Services’s IDEX IEX Stock Holding History

Hanseatic Management Services’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
2018
Q3 		– Sell
-6,994
Closed -$955K – 402
2018
Q2 		$955K Buy
6,994
+261
+4% +$36.5K 0.82% 36
2018
Q1 		$960K Buy
6,733
+23
+0.3% +$3.21K 0.92% 28
2017
Q4 		$886K Buy
6,710
+4,798
+251% +$618K 0.89% 37
2017
Q3 		$232K Sell
1,912
-346
-15% -$40.4K 0.26% 107
2017
Q2 		$255K Buy
+2,258
New +$237K 0.13% 139

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Wellington Management Group
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ACM
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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

Hanseatic Management Services's IEX Position: Q3 2018 in Review

Hanseatic Management Services sold out of IDEX (IEX) in Q3 2018, closing a stake of 6,994 shares — an estimated $955K sold.

Hanseatic Management Services first reported a position in IEX in Q2 2017 and held it in 5 quarters. The position peaked at $960K in Q1 2018. 432 funds tracked by Wall St. Rank hold IEX as of Q3 2018.

  • Hanseatic Management Services reported no remaining IDEX position as of Q3 2018 after selling out during the quarter.
  • Hanseatic Management Services sold 6,994 IDEX shares in Q3 2018, an estimated $955K.
  • Hanseatic Management Services first reported a position in IDEX in Q2 2017 and held it in 5 quarters.
  • Hanseatic Management Services's IDEX position peaked at $960K in Q1 2018.
  • 432 funds tracked by Wall St. Rank held IDEX as of Q3 2018.

Based on Hanseatic Management Services's 13F filing for Q3 2018, filed 14 Nov 2018.