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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

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oakbrook Investments's IEX Position: Q1 2020 in Review

Oakbrook Investments sold out of IDEX (IEX) in Q1 2020, closing a stake of 4,075 shares — an estimated $701K sold.

Oakbrook Investments first reported a position in IEX in Q3 2013 and held it in 16 quarters. The position peaked at $1.2M in Q1 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Oakbrook Investments reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 4,075 IDEX shares in Q1 2020, an estimated $701K.
  • Oakbrook Investments first reported a position in IDEX in Q3 2013 and held it in 16 quarters.
  • Oakbrook Investments's IDEX position peaked at $1.2M in Q1 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.