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Integrated Investment Consultants’s IDEX IEX Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-539
Closed -$77K – 423
2018
Q1 		$77K Buy
+539
New +$75.2K 0.03% 368
2017
Q3 		$68K Sell
563
-169
-23% -$19.7K 0.03% 353
2017
Q2 		$83K Hold
732
– – 0.04% 327
2017
Q1 		$68K Sell
732
-33
-4% -$3.03K 0.03% 353
2016
Q4 		$69K Hold
765
– – 0.03% 339
2016
Q3 		$66K Hold
765
– – 0.03% 349
2016
Q2 		$63K Buy
765
+13
+2% +$1.08K 0.04% 363
2016
Q1 		$61K Buy
+752
New +$56.4K 0.04% 328

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Integrated Investment Consultants's IEX Position: Q2 2018 in Review

Integrated Investment Consultants sold out of IDEX (IEX) in Q2 2018, closing a stake of 539 shares — an estimated $77K sold.

Integrated Investment Consultants first reported a position in IEX in Q1 2016 and held it in 8 quarters. The position peaked at $83K in Q2 2017. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • Integrated Investment Consultants reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 539 IDEX shares in Q2 2018, an estimated $77K.
  • Integrated Investment Consultants first reported a position in IDEX in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's IDEX position peaked at $83K in Q2 2017.
  • 411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.