HH
IEX icon

HWG Holdings’s IDEX IEX Stock Holding History

HWG Holdings’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
Q4 		$135K Sell
782
-257
-25% -$41.6K 0.11% 75
2019
Q3 		$170K Buy
+1,039
New +$172K 0.16% 66
2016
Q4 		– Sell
-13,813
Closed -$1.29M – 22
2016
Q3 		$1.29M Buy
+13,813
New +$1.25M 1.36% 22

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

HWG Holdings's IEX Position: Q4 2019 in Review

HWG Holdings reduced its IDEX (IEX) stake by 25% in Q4 2019, selling an estimated $41.6K and leaving 782 shares worth $135K. The position accounts for 0.11% of the portfolio, ranked #75.

HWG Holdings first reported a position in IEX in Q3 2016 and has held it in 3 quarters since. The position peaked at $1.29M in Q3 2016. 475 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • HWG Holdings held 782 shares of IDEX worth $135K as of Q4 2019.
  • HWG Holdings sold 257 IDEX shares in Q4 2019, an estimated $41.6K.
  • IDEX made up 0.11% of HWG Holdings's portfolio in Q4 2019, its #75 holding.
  • HWG Holdings first reported a position in IDEX in Q3 2016 and has held it in 3 quarters since.
  • HWG Holdings's IDEX position peaked at $1.29M in Q3 2016.
  • 475 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.