Jupiter Investment Management’s IDEX IEX Stock Holding History

Jupiter Investment 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
2018 Q2	–	Sell	-4,400	Closed	-$627K	–	408
2018 Q1	$627K	Buy	4,400 +2,200	+100%	+$307K	0.01%	308
2017 Q4	$290K	Buy	+2,200	New	+$283K	﹤0.01%	307
2017 Q1	–	Sell	-700	Closed	-$63K	–	436
2016 Q4	$63K	Buy	+700	New	+$63.3K	﹤0.01%	330
2015 Q2	–	Sell	-20,600	Closed	-$1.56M	–	317
2015 Q1	$1.56M	Buy	+20,600	New	+$1.55M	0.05%	201
2014 Q4	–	Sell	-16,200	Closed	-$1.17M	–	368
2014 Q3	$1.17M	Buy	+16,200	New	+$1.25M	0.06%	218
2014 Q1	–	Sell	-7,200	Closed	-$531K	–	378
2013 Q4	$531K	Buy	+7,200	New	+$500K	0.04%	265

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Jupiter Investment Management's IEX Position: Q2 2018 in Review

Jupiter Investment Management sold out of IDEX (IEX) in Q2 2018, closing a stake of 4,400 shares — an estimated $627K sold.

Jupiter Investment Management first reported a position in IEX in Q4 2013 and held it in 6 quarters. The position peaked at $1.56M in Q1 2015. 412 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

Jupiter Investment Management reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
Jupiter Investment Management sold 4,400 IDEX shares in Q2 2018, an estimated $627K.
Jupiter Investment Management first reported a position in IDEX in Q4 2013 and held it in 6 quarters.
Jupiter Investment Management's IDEX position peaked at $1.56M in Q1 2015.
412 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.