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Lupo Securities’s IDEX IEX Stock Holding History

Lupo Securities’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
2015
Q2 		– Sell
-5,763
Closed -$437K – 256
2015
Q1 		$437K Buy
5,763
+4,495
+354% +$338K 0.68% 34
2014
Q4 		$98.7K Buy
+1,268
New +$94.4K 0.05% 124

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lupo Securities's IEX Position: Q2 2015 in Review

Lupo Securities sold out of IDEX (IEX) in Q2 2015, closing a stake of 5,763 shares — an estimated $437K sold.

Lupo Securities first reported a position in IEX in Q4 2014 and held it in 2 quarters. The position peaked at $437K in Q1 2015. 271 funds tracked by Wall St. Rank hold IEX as of Q2 2015.

  • Lupo Securities reported no remaining IDEX position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 5,763 IDEX shares in Q2 2015, an estimated $437K.
  • Lupo Securities first reported a position in IDEX in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's IDEX position peaked at $437K in Q1 2015.
  • 271 funds tracked by Wall St. Rank held IDEX as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.