LMR Partners’s IDEX IEX Stock Holding History

LMR Partners’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 Q4	–	Sell	-30,206	Closed	-$2.83M	–	363
2016 Q3	$2.83M	Buy	+30,206	New	+$2.73M	0.27%	82

Other funds holding IEX

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

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

ACM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

LMR Partners's IEX Position: Q4 2016 in Review

LMR Partners sold out of IDEX (IEX) in Q4 2016, closing a stake of 30,206 shares — an estimated $2.83M sold.

LMR Partners first reported a position in IEX in Q3 2016 and held it in 1 quarter. The position peaked at $2.83M in Q3 2016. 326 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

LMR Partners reported no remaining IDEX position as of Q4 2016 after selling out during the quarter.
LMR Partners sold 30,206 IDEX shares in Q4 2016, an estimated $2.83M.
LMR Partners first reported a position in IDEX in Q3 2016 and held it in 1 quarter.
LMR Partners's IDEX position peaked at $2.83M in Q3 2016.
326 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on LMR Partners's 13F filing for Q4 2016, filed 7 Feb 2017.