MCM
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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

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