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NXG Investment Management’s IDEX IEX Stock Holding History

NXG Investment 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
Q2 		– Sell
-12,539
Closed -$1.9M – 107
2019
Q1 		$1.9M Sell
12,539
-9,536
-43% -$1.35M 0.06% 81
2018
Q4 		$2.79M Buy
+22,075
New +$2.95M 0.12% 75

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NXG Investment Management's IEX Position: Q2 2019 in Review

NXG Investment Management sold out of IDEX (IEX) in Q2 2019, closing a stake of 12,539 shares — an estimated $1.9M sold.

NXG Investment Management first reported a position in IEX in Q4 2018 and held it in 2 quarters. The position peaked at $2.79M in Q4 2018. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • NXG Investment Management reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • NXG Investment Management sold 12,539 IDEX shares in Q2 2019, an estimated $1.9M.
  • NXG Investment Management first reported a position in IDEX in Q4 2018 and held it in 2 quarters.
  • NXG Investment Management's IDEX position peaked at $2.79M in Q4 2018.
  • 425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on NXG Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.