OI
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Oakbrook Investments’s IDEX IEX Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-4,075
Closed -$701K – 291
2019
Q4 		$701K Buy
4,075
+800
+24% +$129K 0.14% 221
2019
Q3 		$537K Sell
3,275
-2,275
-41% -$378K 0.03% 371
2019
Q2 		$955K Sell
5,550
-2,350
-30% -$369K 0.06% 266
2019
Q1 		$1.2M Buy
7,900
+400
+5% +$56.5K 0.07% 216
2018
Q4 		$947K Buy
7,500
+4,425
+144% +$592K 0.06% 244
2018
Q3 		$463K Buy
+3,075
New +$458K 0.03% 459
2018
Q2 		– Sell
-4,390
Closed -$626K – 581
2018
Q1 		$626K Sell
4,390
-1,915
-30% -$267K 0.04% 305
2017
Q4 		$832K Buy
6,305
+580
+10% +$74.6K 0.05% 262
2017
Q3 		$695K Buy
5,725
+2,475
+76% +$289K 0.04% 282
2017
Q2 		$367K Buy
+3,250
New +$342K 0.02% 386
2015
Q1 		– Sell
-6,000
Closed -$467K – 573
2014
Q4 		$467K Buy
6,000
+400
+7% +$29.8K 0.03% 387
2014
Q3 		$405K Sell
5,600
-450
-7% -$34.7K 0.02% 382
2014
Q2 		$488K Buy
6,050
+1,900
+46% +$144K 0.01% 394
2014
Q1 		$302K Buy
4,150
+850
+26% +$61.9K 0.01% 480
2013
Q4 		$244K Sell
3,300
-1,350
-29% -$93.8K 0.01% 532
2013
Q3 		$303K Buy
+4,650
New +$281K 0.01% 489

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ACM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return