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Nationwide Fund Advisors’s IDEX IEX Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-357,087
Closed -$43.4M – 989
2017
Q3 		$43.4M Sell
357,087
-8,020
-2% -$937K 0.17% 98
2017
Q2 		$41.3M Sell
365,107
-7,542
-2% -$793K 0.17% 97
2017
Q1 		$34.8M Sell
372,649
-12,794
-3% -$1.18M 0.14% 143
2016
Q4 		$34.7M Buy
385,443
+39,402
+11% +$3.56M 0.14% 138
2016
Q3 		$32.4M Sell
346,041
-23,115
-6% -$2.09M 0.14% 150
2016
Q2 		$30.3M Sell
369,156
-13,914
-4% -$1.16M 0.13% 165
2016
Q1 		$31.7M Buy
383,070
+10,701
+3% +$803K 0.14% 153
2015
Q4 		$28.5M Buy
372,369
+18,819
+5% +$1.44M 0.12% 178
2015
Q3 		$25.2M Sell
353,550
-11,050
-3% -$814K 0.11% 196
2015
Q2 		$28.6M Sell
364,600
-30,887
-8% -$2.39M 0.12% 185
2015
Q1 		$30M Sell
395,487
-28,736
-7% -$2.16M 0.12% 183
2014
Q4 		$33M Sell
424,223
-27,339
-6% -$2.04M 0.14% 156
2014
Q3 		$32.7M Sell
451,562
-57,196
-11% -$4.41M 0.14% 156
2014
Q2 		$41.1M Buy
508,758
+2,221
+0.4% +$168K 0.17% 126
2014
Q1 		$36.9M Sell
506,537
-2,940
-0.6% -$214K 0.17% 120
2013
Q4 		$37.6M Buy
509,477
+77,080
+18% +$5.36M 0.16% 137
2013
Q3 		$28.2M Buy
432,397
+295,136
+215% +$17.8M 0.13% 181
2013
Q2 		$7.39M Buy
+137,261
New +$7.32M 0.04% 608

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