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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Nationwide Fund Advisors's IEX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of IDEX (IEX) in Q4 2017, closing a stake of 357,087 shares — an estimated $43.4M sold.

Nationwide Fund Advisors first reported a position in IEX in Q2 2013 and held it in 18 quarters. The position peaked at $43.4M in Q3 2017. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining IDEX position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 357,087 IDEX shares in Q4 2017, an estimated $43.4M.
  • Nationwide Fund Advisors first reported a position in IDEX in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's IDEX position peaked at $43.4M in Q3 2017.
  • 395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.