MYCIO Wealth Partners’s IDEX IEX Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-618	Closed	-$48K	–	677
2014 Q4	$48K	Buy	+618	New	+$46K	0.01%	271

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MYCIO Wealth Partners's IEX Position: Q1 2015 in Review

MYCIO Wealth Partners sold out of IDEX (IEX) in Q1 2015, closing a stake of 618 shares — an estimated $48K sold.

MYCIO Wealth Partners first reported a position in IEX in Q4 2014 and held it in 1 quarter. The position peaked at $48K in Q4 2014. 280 funds tracked by Wall St. Rank hold IEX as of Q1 2015.

MYCIO Wealth Partners reported no remaining IDEX position as of Q1 2015 after selling out during the quarter.
MYCIO Wealth Partners sold 618 IDEX shares in Q1 2015, an estimated $48K.
MYCIO Wealth Partners first reported a position in IDEX in Q4 2014 and held it in 1 quarter.
MYCIO Wealth Partners's IDEX position peaked at $48K in Q4 2014.
280 funds tracked by Wall St. Rank held IDEX as of Q1 2015.

Based on MYCIO Wealth Partners's 13F filing for Q1 2015, filed 12 May 2015.