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NEXT Financial Holdings’s IDEX IEX Stock Holding History

NEXT Financial Holdings’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
Q1 		$252K Buy
+1,660
New +$235K 0.06% 307

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NEXT Financial Holdings's IEX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in IDEX (IEX) in Q1 2019: 1,660 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #307 among its holdings.

426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

  • NEXT Financial Holdings held 1,660 shares of IDEX worth $252K as of Q1 2019.
  • IDEX was a new NEXT Financial Holdings position in Q1 2019.
  • IDEX made up 0.06% of NEXT Financial Holdings's portfolio in Q1 2019, its #307 holding.
  • 426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.