Legacy Financial Advisors’s IDEX IEX Stock Holding History

Legacy Financial Advisors’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
2018 Q4	–	Sell	-12	Closed	-$1K	–	1017
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	845
2018 Q2	$2K	Buy	+12	New	+$1.68K	﹤0.01%	820

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Legacy Financial Advisors's IEX Position: Q4 2018 in Review

Legacy Financial Advisors sold out of IDEX (IEX) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in IEX in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

Legacy Financial Advisors reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
Legacy Financial Advisors sold 12 IDEX shares in Q4 2018, an estimated $1K.
Legacy Financial Advisors first reported a position in IDEX in Q2 2018 and held it in 2 quarters.
Legacy Financial Advisors's IDEX position peaked at $2K in Q2 2018.
419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.