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McKinley Capital Management’s IDEX IEX Stock Holding History

McKinley Capital Management’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
Q4 		– Sell
-1,355
Closed -$222K – 198
2019
Q3 		$222K Sell
1,355
-150
-10% -$24.9K 0.02% 169
2019
Q2 		$259K Sell
1,505
-330
-18% -$51.8K 0.02% 204
2019
Q1 		$278K Hold
1,835
– – 0.02% 178
2018
Q4 		$232K Sell
1,835
-80
-4% -$10.7K 0.02% 182
2018
Q3 		$289K Sell
1,915
-130
-6% -$19.4K 0.02% 177
2018
Q2 		$279K Sell
2,045
-160
-7% -$22.4K 0.02% 196
2018
Q1 		$314K Sell
2,205
-120
-5% -$16.8K 0.02% 186
2017
Q4 		$307K Hold
2,325
– – 0.02% 267
2017
Q3 		$282K Sell
2,325
-170
-7% -$19.9K 0.01% 291
2017
Q2 		$282K Hold
2,495
– – 0.01% 285
2017
Q1 		$233K Hold
2,495
– – 0.01% 340
2016
Q4 		$225K Sell
2,495
-210
-8% -$19K 0.01% 353
2016
Q3 		$253K Sell
2,705
-110
-4% -$9.93K 0.01% 342
2016
Q2 		$231K Sell
2,815
-600
-18% -$49.9K 0.01% 314
2016
Q1 		$283K Sell
3,415
-490
-13% -$36.7K 0.01% 278
2015
Q4 		$299K Sell
3,905
-405
-9% -$31K 0.01% 284
2015
Q3 		$307K Sell
4,310
-490
-10% -$36.1K 0.01% 281
2015
Q2 		$377K Sell
4,800
-260
-5% -$20.1K 0.02% 284
2015
Q1 		$384K Hold
5,060
– – 0.02% 274
2014
Q4 		$394K Buy
+5,060
New +$377K 0.02% 270

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

McKinley Capital Management's IEX Position: Q4 2019 in Review

McKinley Capital Management sold out of IDEX (IEX) in Q4 2019, closing a stake of 1,355 shares — an estimated $222K sold.

McKinley Capital Management first reported a position in IEX in Q4 2014 and held it in 20 quarters. The position peaked at $394K in Q4 2014. 475 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • McKinley Capital Management reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
  • McKinley Capital Management sold 1,355 IDEX shares in Q4 2019, an estimated $222K.
  • McKinley Capital Management first reported a position in IDEX in Q4 2014 and held it in 20 quarters.
  • McKinley Capital Management's IDEX position peaked at $394K in Q4 2014.
  • 475 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on McKinley Capital Management's 13F filing for Q4 2019, filed 23 Jan 2020.