Next Capital Management’s IDEX IEX Stock Holding History

Next 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 Q3	–	Sell	-123	Closed	-$21K	–	508
2019 Q2	$21K	Buy	+123	New	+$19.3K	0.01%	288

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Capital Management's IEX Position: Q3 2019 in Review

Next Capital Management sold out of IDEX (IEX) in Q3 2019, closing a stake of 123 shares — an estimated $21K sold.

Next Capital Management first reported a position in IEX in Q2 2019 and held it in 1 quarter. The position peaked at $21K in Q2 2019. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

Next Capital Management reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 123 IDEX shares in Q3 2019, an estimated $21K.
Next Capital Management first reported a position in IDEX in Q2 2019 and held it in 1 quarter.
Next Capital Management's IDEX position peaked at $21K in Q2 2019.
458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.