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Moneta Group Investment Advisors’s IDEX IEX Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-166
Closed -$12K – 269
2015
Q3 		$12K Buy
+166
New +$12.2K ﹤0.01% 395

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Moneta Group Investment Advisors's IEX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of IDEX (IEX) in Q4 2015, closing a stake of 166 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in IEX in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 292 funds tracked by Wall St. Rank hold IEX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining IDEX position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 166 IDEX shares in Q4 2015, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in IDEX in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's IDEX position peaked at $12K in Q3 2015.
  • 292 funds tracked by Wall St. Rank held IDEX as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.