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MB Financial Bank - Trust Department’s IDEX IEX Stock Holding History

MB Financial Bank - Trust Department’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
Q2 		– Sell
-30
Closed -$4K – 447
2018
Q1 		$4K Buy
+30
New +$4.19K ﹤0.01% 387

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MB Financial Bank - Trust Department's IEX Position: Q2 2018 in Review

MB Financial Bank - Trust Department sold out of IDEX (IEX) in Q2 2018, closing a stake of 30 shares — an estimated $4K sold.

MB Financial Bank - Trust Department first reported a position in IEX in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 412 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • MB Financial Bank - Trust Department reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 30 IDEX shares in Q2 2018, an estimated $4K.
  • MB Financial Bank - Trust Department first reported a position in IDEX in Q1 2018 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's IDEX position peaked at $4K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2018, filed 12 Jul 2018.