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KBI Global Investors’s IDEX IEX Stock Holding History

KBI Global Investors’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
Q2 		$9.54M Buy
+116,230
New +$9.67M 0.25% 80

Other funds holding IEX

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KBI Global Investors's IEX Position: Q2 2016 in Review

KBI Global Investors opened a new position in IDEX (IEX) in Q2 2016: 116,230 shares worth $9.54M. The stake represents 0.25% of the portfolio and ranks #80 among its holdings.

317 funds tracked by Wall St. Rank hold IEX as of Q2 2016.

  • KBI Global Investors held 116,230 shares of IDEX worth $9.54M as of Q2 2016.
  • IDEX was a new KBI Global Investors position in Q2 2016.
  • IDEX made up 0.25% of KBI Global Investors's portfolio in Q2 2016, its #80 holding.
  • 317 funds tracked by Wall St. Rank held IDEX as of Q2 2016.

Based on KBI Global Investors's 13F filing for Q2 2016, filed 3 Aug 2016.