Howe & Rusling’s IDEX IEX Stock Holding History

Howe & Rusling’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
2020 Q1	–	Sell	-235	Closed	-$40K	–	816
2019 Q4	$40K	Hold	235	–	–	0.01%	313
2019 Q3	$39K	Hold	235	–	–	0.01%	320
2019 Q2	$40K	Buy	+235	New	+$36.9K	0.01%	314

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACM

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's IEX Position: Q1 2020 in Review

Howe & Rusling sold out of IDEX (IEX) in Q1 2020, closing a stake of 235 shares — an estimated $40K sold.

Howe & Rusling first reported a position in IEX in Q2 2019 and held it in 3 quarters. The position peaked at $40K in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Howe & Rusling reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 235 IDEX shares in Q1 2020, an estimated $40K.
Howe & Rusling first reported a position in IDEX in Q2 2019 and held it in 3 quarters.
Howe & Rusling's IDEX position peaked at $40K in Q4 2019.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.