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McAdam LLC’s IDEX IEX Stock Holding History

McAdam LLC’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
-6
Closed -$1K – 719
2018
Q1 		$1K Buy
+6
New +$838 ﹤0.01% 646

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 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

McAdam LLC's IEX Position: Q2 2018 in Review

McAdam LLC sold out of IDEX (IEX) in Q2 2018, closing a stake of 6 shares — an estimated $1K sold.

McAdam LLC first reported a position in IEX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 411 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

  • McAdam LLC reported no remaining IDEX position as of Q2 2018 after selling out during the quarter.
  • McAdam LLC sold 6 IDEX shares in Q2 2018, an estimated $1K.
  • McAdam LLC first reported a position in IDEX in Q1 2018 and held it in 1 quarter.
  • McAdam LLC's IDEX position peaked at $1K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.