IronBridge Capital Management’s IDEX IEX Stock Holding History

IronBridge Capital 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
2017 Q1	$14.7M	Sell	156,963 -2,377	-1%	-$218K	0.89%	38
2016 Q4	$14.3M	Buy	159,340 +56,907	+56%	+$5.15M	0.64%	50
2016 Q3	$9.59M	Sell	102,433 -2,527	-2%	-$228K	0.44%	69
2016 Q2	$8.62M	Sell	104,960 -2,120	-2%	-$176K	0.38%	81
2016 Q1	$8.88M	Hold	107,080	–	–	0.36%	91
2015 Q4	$8.2M	Sell	107,080 -460	-0.4%	-$35.2K	0.32%	94
2015 Q3	$7.67M	Sell	107,540 -8	-0%	-$589	0.3%	98
2015 Q2	$8.45M	Sell	107,548 -690	-0.6%	-$53.4K	0.25%	98
2015 Q1	$8.21M	Sell	108,238 -14,760	-12%	-$1.11M	0.23%	106
2014 Q4	$9.57M	Buy	122,998 +3,490	+3%	+$260K	0.27%	105
2014 Q3	$8.65M	Buy	119,508 +12,318	+11%	+$951K	0.23%	116
2014 Q2	$8.65M	Sell	107,190 -6,700	-6%	-$507K	0.21%	120
2014 Q1	$8.3M	Sell	113,890 -3,657	-3%	-$266K	0.18%	138
2013 Q4	$8.68M	Sell	117,547 -10,379	-8%	-$721K	0.19%	138
2013 Q3	$8.35M	Sell	127,926 -59,363	-32%	-$3.59M	0.18%	145
2013 Q2	$10.1M	Buy	+187,289	New	+$9.98M	0.2%	156

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 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

ACM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

IronBridge Capital Management's IEX Position: Q1 2017 in Review

IronBridge Capital Management reduced its IDEX (IEX) stake by 1.5% in Q1 2017, selling an estimated $218K and leaving 156,963 shares worth $14.7M. The position accounts for 0.89% of the portfolio, ranked #38.

IronBridge Capital Management first reported a position in IEX in Q2 2013 and has held it in 16 quarters since. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

IronBridge Capital Management held 156,963 shares of IDEX worth $14.7M as of Q1 2017.
IronBridge Capital Management sold 2,377 IDEX shares in Q1 2017, an estimated $218K.
IDEX made up 0.89% of IronBridge Capital Management's portfolio in Q1 2017, its #38 holding.
IronBridge Capital Management first reported a position in IDEX in Q2 2013 and has held it in 16 quarters since.
305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.