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High Point Bank & Trust’s IDEX IEX Stock Holding History

High Point Bank & Trust’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
2016
Q4 		$24K Hold
262
– – 0.01% 283
2016
Q3 		$25K Hold
262
– – 0.01% 287
2016
Q2 		$22K Hold
262
– – 0.01% 283
2016
Q1 		$22K Buy
+262
New +$19.6K 0.01% 289

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

High Point Bank & Trust's IEX Position: Q4 2016 in Review

High Point Bank & Trust held its IDEX (IEX) position steady in Q4 2016 at 262 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #283.

High Point Bank & Trust first reported a position in IEX in Q1 2016 and has held it in 4 quarters since. The position peaked at $25K in Q3 2016. 326 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • High Point Bank & Trust held 262 shares of IDEX worth $24K as of Q4 2016.
  • High Point Bank & Trust left its IDEX share count unchanged in Q4 2016.
  • IDEX made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #283 holding.
  • High Point Bank & Trust first reported a position in IDEX in Q1 2016 and has held it in 4 quarters since.
  • High Point Bank & Trust's IDEX position peaked at $25K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.