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Institutional & Family Asset Management’s IDEX IEX Stock Holding History

Institutional & Family Asset 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
2019
Q4 		– Sell
-30
Closed -$5K – 873
2019
Q3 		$5K Hold
30
– – ﹤0.01% 564
2019
Q2 		$5K Buy
+30
New +$4.71K ﹤0.01% 598

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Institutional & Family Asset Management's IEX Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of IDEX (IEX) in Q4 2019, closing a stake of 30 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in IEX in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 473 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • Institutional & Family Asset Management reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 30 IDEX shares in Q4 2019, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in IDEX in Q2 2019 and held it in 2 quarters.
  • Institutional & Family Asset Management's IDEX position peaked at $5K in Q3 2019.
  • 473 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.