Ledyard National Bank’s IDEX IEX Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-211	Closed	-$27K	–	437
2018 Q4	$27K	Hold	211	–	–	﹤0.01%	481
2018 Q3	$32K	Hold	211	–	–	﹤0.01%	468
2018 Q2	$29K	Hold	211	–	–	﹤0.01%	483
2018 Q1	$30K	Hold	211	–	–	﹤0.01%	493
2017 Q4	$28K	Hold	211	–	–	﹤0.01%	523
2017 Q3	$26K	Hold	211	–	–	﹤0.01%	517
2017 Q2	$24K	Hold	211	–	–	﹤0.01%	491
2017 Q1	$20K	Hold	211	–	–	﹤0.01%	526
2016 Q4	$19K	Hold	211	–	–	﹤0.01%	407
2016 Q3	$20K	Hold	211	–	–	﹤0.01%	404
2016 Q2	$17K	Hold	211	–	–	﹤0.01%	412
2016 Q1	$17K	Hold	211	–	–	﹤0.01%	464
2015 Q4	$16K	Hold	211	–	–	﹤0.01%	461
2015 Q3	$15K	Hold	211	–	–	﹤0.01%	446
2015 Q2	$17K	Hold	211	–	–	﹤0.01%	441
2015 Q1	$16K	Hold	211	–	–	﹤0.01%	436
2014 Q4	$16K	Hold	211	–	–	﹤0.01%	457
2014 Q3	$15K	Hold	211	–	–	﹤0.01%	419
2014 Q2	$17K	Hold	211	–	–	﹤0.01%	413
2014 Q1	$15K	Hold	211	–	–	﹤0.01%	411
2013 Q4	$16K	Buy	+211	New	+$14.7K	﹤0.01%	410

Other funds holding IEX

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ledyard National Bank's IEX Position: Q1 2019 in Review

Ledyard National Bank sold out of IDEX (IEX) in Q1 2019, closing a stake of 211 shares — an estimated $27K sold.

Ledyard National Bank first reported a position in IEX in Q4 2013 and held it in 21 quarters. The position peaked at $32K in Q3 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

Ledyard National Bank reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 211 IDEX shares in Q1 2019, an estimated $27K.
Ledyard National Bank first reported a position in IDEX in Q4 2013 and held it in 21 quarters.
Ledyard National Bank's IDEX position peaked at $32K in Q3 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.