Koch Industries’s IDEX IEX Stock Holding History

Koch Industries’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 Q4	–	Sell	-5,031	Closed	-$612K	–	714
2017 Q3	$612K	Buy	+5,031	New	+$588K	0.15%	123

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Koch Industries's IEX Position: Q4 2017 in Review

Koch Industries sold out of IDEX (IEX) in Q4 2017, closing a stake of 5,031 shares — an estimated $612K sold.

Koch Industries first reported a position in IEX in Q3 2017 and held it in 1 quarter. The position peaked at $612K in Q3 2017. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

Koch Industries reported no remaining IDEX position as of Q4 2017 after selling out during the quarter.
Koch Industries sold 5,031 IDEX shares in Q4 2017, an estimated $612K.
Koch Industries first reported a position in IDEX in Q3 2017 and held it in 1 quarter.
Koch Industries's IDEX position peaked at $612K in Q3 2017.
395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.