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Independent Portfolio Consultants’s IDEX IEX Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$822K Sell
7,274
-8,147
-53% -$856K 0.34% 82
2017
Q1 		$1.44M Sell
15,421
-835
-5% -$76.7K 0.5% 35
2016
Q4 		$1.46M Sell
16,256
-25
-0.2% -$2.26K 0.48% 43
2016
Q3 		$1.52M Sell
16,281
-3,040
-16% -$274K 0.48% 44
2016
Q2 		$1.59M Sell
19,321
-4,175
-18% -$347K 0.5% 40
2016
Q1 		$1.95M Sell
23,496
-3,615
-13% -$271K 0.54% 34
2015
Q4 		$2.08M Sell
27,111
-17,990
-40% -$1.38M 0.62% 27
2015
Q3 		$3.22M Buy
45,101
+785
+2% +$57.8K 0.7% 19
2015
Q2 		$3.48M Buy
44,316
+420
+1% +$32.5K 0.7% 23
2015
Q1 		$3.33M Buy
43,896
+3,170
+8% +$239K 0.68% 27
2014
Q4 		$3.17M Buy
40,726
+2,470
+6% +$184K 0.64% 29
2014
Q3 		$2.77M Buy
38,256
+7,525
+24% +$581K 0.75% 17
2014
Q2 		$2.48M Buy
30,731
+1,380
+5% +$104K 0.69% 14
2014
Q1 		$2.14M Sell
29,351
-3,740
-11% -$272K 0.68% 14
2013
Q4 		$2.44M Buy
33,091
+9,625
+41% +$669K 0.85% 5
2013
Q3 		$1.53M Buy
23,466
+1,871
+9% +$113K 0.61% 11
2013
Q2 		$1.16M Buy
+21,595
New +$1.15M 0.52% 19

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Independent Portfolio Consultants's IEX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its IDEX (IEX) stake by 53% in Q2 2017, selling an estimated $856K and leaving 7,274 shares worth $822K. The position accounts for 0.34% of the portfolio, ranked #82.

Independent Portfolio Consultants first reported a position in IEX in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.48M in Q2 2015. 330 funds tracked by Wall St. Rank hold IEX as of Q2 2017.

  • Independent Portfolio Consultants held 7,274 shares of IDEX worth $822K as of Q2 2017.
  • Independent Portfolio Consultants sold 8,147 IDEX shares in Q2 2017, an estimated $856K.
  • IDEX made up 0.34% of Independent Portfolio Consultants's portfolio in Q2 2017, its #82 holding.
  • Independent Portfolio Consultants first reported a position in IDEX in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's IDEX position peaked at $3.48M in Q2 2015.
  • 330 funds tracked by Wall St. Rank held IDEX as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.