Old Mutual Customised Solutions’s IDEX IEX Stock Holding History

Old Mutual Customised Solutions’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
2016 Q3	–	Sell	-1,800	Closed	-$148K	–	715
2016 Q2	$148K	Hold	1,800	–	–	0.04%	517
2016 Q1	$149K	Hold	1,800	–	–	0.04%	507
2015 Q4	$138K	Hold	1,800	–	–	0.03%	510
2015 Q3	$128K	Hold	1,800	–	–	0.03%	542
2015 Q2	$141K	Hold	1,800	–	–	0.03%	550
2015 Q1	$136K	Hold	1,800	–	–	0.03%	543
2014 Q4	$140K	Hold	1,800	–	–	0.04%	497
2014 Q3	$130K	Hold	1,800	–	–	0.04%	492
2014 Q2	$145K	Hold	1,800	–	–	0.04%	513
2014 Q1	$131K	Hold	1,800	–	–	0.03%	534
2013 Q4	$133K	Hold	1,800	–	–	0.03%	519
2013 Q3	$117K	Sell	1,800 -800	-31%	-$48.3K	0.03%	538
2013 Q2	$140K	Buy	+2,600	New	+$139K	0.04%	472

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Old Mutual Customised Solutions's IEX Position: Q3 2016 in Review

Old Mutual Customised Solutions sold out of IDEX (IEX) in Q3 2016, closing a stake of 1,800 shares — an estimated $148K sold.

Old Mutual Customised Solutions first reported a position in IEX in Q2 2013 and held it in 13 quarters. The position peaked at $149K in Q1 2016. 316 funds tracked by Wall St. Rank hold IEX as of Q3 2016.

Old Mutual Customised Solutions reported no remaining IDEX position as of Q3 2016 after selling out during the quarter.
Old Mutual Customised Solutions sold 1,800 IDEX shares in Q3 2016, an estimated $148K.
Old Mutual Customised Solutions first reported a position in IDEX in Q2 2013 and held it in 13 quarters.
Old Mutual Customised Solutions's IDEX position peaked at $149K in Q1 2016.
316 funds tracked by Wall St. Rank held IDEX as of Q3 2016.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2016, filed 10 Nov 2016.