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Kanaly Trust’s IDEX IEX Stock Holding History

Kanaly Trust’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
2016
Q4 		$9K Hold
101
– – ﹤0.01% 572
2016
Q3 		$9K Sell
101
-1
-1% -$90 ﹤0.01% 549
2016
Q2 		$8K Buy
102
+16
+19% +$1.33K ﹤0.01% 570
2016
Q1 		$7K Hold
86
– – ﹤0.01% 603
2015
Q4 		$7K Hold
86
– – ﹤0.01% 613
2015
Q3 		$6K Hold
86
– – ﹤0.01% 607
2015
Q2 		$7K Buy
+86
New +$6.66K ﹤0.01% 594

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kanaly Trust's IEX Position: Q4 2016 in Review

Kanaly Trust held its IDEX (IEX) position steady in Q4 2016 at 101 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Kanaly Trust first reported a position in IEX in Q2 2015 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • Kanaly Trust held 101 shares of IDEX worth $9K as of Q4 2016.
  • Kanaly Trust left its IDEX share count unchanged in Q4 2016.
  • IDEX made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #572 holding.
  • Kanaly Trust first reported a position in IDEX in Q2 2015 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.