IHT Wealth Management’s IDEX IEX Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-527	Closed	-$73K	–	862
2018 Q1	$73K	Hold	527	–	–	0.02%	569
2017 Q4	$71K	Hold	527	–	–	0.02%	589
2017 Q3	$65K	Hold	527	–	–	0.03%	447
2017 Q2	$165	Buy	527 +380	+259%	+$39.9K	0.08%	265
2017 Q1	$14K	Hold	147	–	–	0.01%	737
2016 Q4	$13K	Buy	+147	New	+$13.3K	0.01%	746

Other funds holding IEX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ACM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IHT Wealth Management's IEX Position: Q2 2018 in Review

IHT Wealth Management sold out of IDEX (IEX) in Q2 2018, closing a stake of 527 shares — an estimated $73K sold.

IHT Wealth Management first reported a position in IEX in Q4 2016 and held it in 6 quarters. The position peaked at $73K in Q1 2018. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

IHT Wealth Management reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 527 IDEX shares in Q2 2018, an estimated $73K.
IHT Wealth Management first reported a position in IDEX in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's IDEX position peaked at $73K in Q1 2018.
411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.