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Ladenburg Thalmann Financial Services’s IDEX IEX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$623K Sell
3,621
-1,170
-24% -$189K ﹤0.01% 1630
2019
Q3 		$786K Buy
4,791
+828
+21% +$137K 0.01% 1409
2019
Q2 		$683K Sell
3,963
-149
-4% -$23.4K ﹤0.01% 1504
2019
Q1 		$626K Sell
4,112
-2,254
-35% -$319K ﹤0.01% 1515
2018
Q4 		$805K Sell
6,366
-390
-6% -$52.2K 0.01% 1188
2018
Q3 		$1.02M Sell
6,756
-471
-7% -$70.2K 0.01% 1108
2018
Q2 		$1.03M Hold
7,227
– – 0.01% 1053
2018
Q1 		$1.03M Sell
7,227
-171
-2% -$23.9K 0.01% 1053
2017
Q4 		$976K Buy
7,398
+69
+0.9% +$8.88K 0.01% 1090
2017
Q3 		$891K Sell
7,329
-1,898
-21% -$222K 0.01% 1065
2017
Q2 		$1.04M Sell
9,227
-440
-5% -$46.2K 0.01% 911
2017
Q1 		$904K Sell
9,667
-1,158
-11% -$106K 0.01% 954
2016
Q4 		$980K Sell
10,825
-1,246
-10% -$113K 0.01% 859
2016
Q3 		$1.13M Sell
12,071
-39
-0.3% -$3.52K 0.02% 730
2016
Q2 		$994K Buy
12,110
+620
+5% +$51.6K 0.02% 762
2016
Q1 		$952K Buy
11,490
+43
+0.4% +$3.23K 0.02% 727
2015
Q4 		$877K Buy
11,447
+295
+3% +$22.6K 0.02% 758
2015
Q3 		$795K Buy
11,152
+589
+6% +$43.4K 0.02% 741
2015
Q2 		$830K Buy
10,563
+163
+2% +$12.6K 0.02% 806
2015
Q1 		$789K Sell
10,400
-454
-4% -$34.2K 0.02% 802
2014
Q4 		$844K Sell
10,854
-2,477
-19% -$184K 0.02% 672
2014
Q3 		$965K Sell
13,331
-335
-2% -$25.9K 0.03% 520
2014
Q2 		$1.1M Sell
13,666
-123
-0.9% -$9.3K 0.03% 473
2014
Q1 		$1M Buy
13,789
+387
+3% +$28.2K 0.03% 457
2013
Q4 		$990K Buy
13,402
+498
+4% +$34.6K 0.03% 447
2013
Q3 		$843K Buy
12,904
+677
+6% +$40.9K 0.03% 474
2013
Q2 		$659K Buy
+12,227
New +$652K 0.02% 531

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IEX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its IDEX (IEX) stake by 24% in Q4 2019, selling an estimated $189K and leaving 3,621 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Ladenburg Thalmann Financial Services first reported a position in IEX in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2016. 473 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,621 shares of IDEX worth $623K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,170 IDEX shares in Q4 2019, an estimated $189K.
  • IDEX made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1630 holding.
  • Ladenburg Thalmann Financial Services first reported a position in IDEX in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's IDEX position peaked at $1.13M in Q3 2016.
  • 473 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.