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Nine Chapters Capital Management’s IDEX IEX Stock Holding History

Nine Chapters 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
2014
Q4 		– Sell
-13,800
Closed -$999K – 1050
2014
Q3 		$999K Buy
+13,800
New +$1.06M 0.09% 312
2014
Q2 		– Sell
-24,100
Closed -$1.76M – 1020
2014
Q1 		$1.76M Sell
24,100
-3,300
-12% -$240K 0.21% 126
2013
Q4 		$2.02M Buy
+27,400
New +$1.9M 0.2% 139
2013
Q3 		– Sell
-9,500
Closed -$511K – 825
2013
Q2 		$511K Buy
+9,500
New +$506K 0.09% 328

Other funds holding IEX

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nine Chapters Capital Management's IEX Position: Q4 2014 in Review

Nine Chapters Capital Management sold out of IDEX (IEX) in Q4 2014, closing a stake of 13,800 shares — an estimated $999K sold.

Nine Chapters Capital Management first reported a position in IEX in Q2 2013 and held it in 4 quarters. The position peaked at $2.02M in Q4 2013. 293 funds tracked by Wall St. Rank hold IEX as of Q4 2014.

  • Nine Chapters Capital Management reported no remaining IDEX position as of Q4 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 13,800 IDEX shares in Q4 2014, an estimated $999K.
  • Nine Chapters Capital Management first reported a position in IDEX in Q2 2013 and held it in 4 quarters.
  • Nine Chapters Capital Management's IDEX position peaked at $2.02M in Q4 2013.
  • 293 funds tracked by Wall St. Rank held IDEX as of Q4 2014.

Based on Nine Chapters Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.