Lodestar Investment Counsel’s IDEX IEX Stock Holding History

Lodestar Investment Counsel’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 Q2	$697K	Sell	4,050 -550	-12%	-$86.4K	0.07%	115
2019 Q1	$698K	Hold	4,600	–	–	0.07%	113
2018 Q4	$581K	Hold	4,600	–	–	0.07%	118
2018 Q3	$693K	Sell	4,600 -100	-2%	-$14.9K	0.07%	115
2018 Q2	$641K	Hold	4,700	–	–	0.07%	122
2018 Q1	$670K	Hold	4,700	–	–	0.08%	110
2017 Q4	$620K	Hold	4,700	–	–	0.07%	113
2017 Q3	$571K	Hold	4,700	–	–	0.07%	115
2017 Q2	$531K	Hold	4,700	–	–	0.07%	114
2017 Q1	$439K	Hold	4,700	–	–	0.06%	127
2016 Q4	$423K	Sell	4,700 -475	-9%	-$43K	0.06%	124
2016 Q3	$484K	Sell	5,175 -50	-1%	-$4.51K	0.07%	113
2016 Q2	$429K	Hold	5,225	–	–	0.06%	116
2016 Q1	$433K	Sell	5,225 -500	-9%	-$37.5K	0.06%	120
2015 Q4	$439K	Sell	5,725 -100	-2%	-$7.66K	0.07%	105
2015 Q3	$415K	Hold	5,825	–	–	0.07%	103
2015 Q2	$458K	Sell	5,825 -100	-2%	-$7.75K	0.07%	105
2015 Q1	$449K	Sell	5,925 -450	-7%	-$33.9K	0.07%	105
2014 Q4	$496K	Sell	6,375 -1,850	-22%	-$138K	0.14%	74
2014 Q3	$595K	Sell	8,225 -1,250	-13%	-$96.5K	0.18%	67
2014 Q2	$765K	Sell	9,475 -500	-5%	-$37.8K	0.23%	61
2014 Q1	$727K	Sell	9,975 -2,600	-21%	-$189K	0.23%	61
2013 Q4	$929K	Sell	12,575 -2,500	-17%	-$174K	0.3%	53
2013 Q3	$984K	Sell	15,075 -950	-6%	-$57.4K	0.36%	50
2013 Q2	$862K	Buy	+16,025	New	+$854K	0.33%	50

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lodestar Investment Counsel's IEX Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its IDEX (IEX) stake by 12% in Q2 2019, selling an estimated $86.4K and leaving 4,050 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #115.

Lodestar Investment Counsel first reported a position in IEX in Q2 2013 and has held it in 25 quarters since. The position peaked at $984K in Q3 2013. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

Lodestar Investment Counsel held 4,050 shares of IDEX worth $697K as of Q2 2019.
Lodestar Investment Counsel sold 550 IDEX shares in Q2 2019, an estimated $86.4K.
IDEX made up 0.07% of Lodestar Investment Counsel's portfolio in Q2 2019, its #115 holding.
Lodestar Investment Counsel first reported a position in IDEX in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's IDEX position peaked at $984K in Q3 2013.
425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.