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Piedmont Investment Advisors’s IDEX IEX Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-4,787
Closed -$661K – 332
2020
Q1 		$661K Buy
4,787
+473
+11% +$74.2K 0.03% 380
2019
Q4 		$742K Buy
4,314
+319
+8% +$51.6K 0.03% 408
2019
Q3 		$655K Sell
3,995
-6,099
-60% -$1.01M 0.03% 423
2019
Q2 		$1.74M Buy
10,094
+2,804
+38% +$440K 0.07% 224
2019
Q1 		$1.11M Buy
7,290
+12
+0.2% +$1.7K 0.04% 275
2018
Q4 		$919K Buy
7,278
+2,033
+39% +$272K 0.04% 280
2018
Q3 		$790K Sell
5,245
-13,697
-72% -$2.04M 0.03% 359
2018
Q2 		$2.58M Sell
18,942
-943
-5% -$132K 0.12% 173
2018
Q1 		$2.83M Buy
19,885
+1,557
+8% +$217K 0.08% 229
2017
Q4 		$2.42M Buy
+18,328
New +$2.36M 0.05% 236
2015
Q2 		– Sell
-16
Closed -$1.21K – 426
2015
Q1 		$1.21K Hold
16
– – ﹤0.01% 302
2014
Q4 		$1.25K Hold
16
– – ﹤0.01% 301
2014
Q3 		$1.16K Sell
16
-24
-60% -$1.85K ﹤0.01% 295
2014
Q2 		$3.23K Buy
+40
New +$3.03K ﹤0.01% 241

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Piedmont Investment Advisors's IEX Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of IDEX (IEX) in Q2 2020, closing a stake of 4,787 shares — an estimated $661K sold.

Piedmont Investment Advisors first reported a position in IEX in Q2 2014 and held it in 14 quarters. The position peaked at $2.83M in Q1 2018. 499 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 4,787 IDEX shares in Q2 2020, an estimated $661K.
  • Piedmont Investment Advisors first reported a position in IDEX in Q2 2014 and held it in 14 quarters.
  • Piedmont Investment Advisors's IDEX position peaked at $2.83M in Q1 2018.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.