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Paragon Capital Management (Kansas)’s IDEX IEX Stock Holding History

Paragon Capital Management (Kansas)’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
Q3 		– Sell
-41
Closed -$7K – 131
2019
Q2 		$7K Hold
41
– – ﹤0.01% 176
2019
Q1 		$6K Buy
+41
New +$5.8K ﹤0.01% 186

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BlackRock New York $5.72T AUM 30.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Paragon Capital Management (Kansas)'s IEX Position: Q3 2019 in Review

Paragon Capital Management (Kansas) sold out of IDEX (IEX) in Q3 2019, closing a stake of 41 shares — an estimated $7K sold.

Paragon Capital Management (Kansas) first reported a position in IEX in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • Paragon Capital Management (Kansas) reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 41 IDEX shares in Q3 2019, an estimated $7K.
  • Paragon Capital Management (Kansas) first reported a position in IDEX in Q1 2019 and held it in 2 quarters.
  • Paragon Capital Management (Kansas)'s IDEX position peaked at $7K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q3 2019, filed 31 Oct 2019.