IMS
FIX icon

Index Management Solutions’s Comfort Systems FIX Stock Holding History

Index Management Solutions’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,525
Closed -$156K – 868
2014
Q3 		$156K Buy
11,525
+2,916
+34% +$43.9K 0.02% 728
2014
Q2 		$136K Buy
8,609
+5,982
+228% +$93.5K 0.02% 727
2014
Q1 		$40K Buy
+2,627
New +$44.8K 0.01% 951

Other funds holding FIX

PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Index Management Solutions's FIX Position: Q4 2014 in Review

Index Management Solutions sold out of Comfort Systems (FIX) in Q4 2014, closing a stake of 11,525 shares — an estimated $156K sold.

Index Management Solutions first reported a position in FIX in Q1 2014 and held it in 3 quarters. The position peaked at $156K in Q3 2014. 131 funds tracked by Wall St. Rank hold FIX as of Q4 2014.

  • Index Management Solutions reported no remaining Comfort Systems position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 11,525 Comfort Systems shares in Q4 2014, an estimated $156K.
  • Index Management Solutions first reported a position in Comfort Systems in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Comfort Systems position peaked at $156K in Q3 2014.
  • 131 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.