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Placemark Investments’s IDEX IEX Stock Holding History

Placemark 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
2014
Q4 		$6.64M Buy
85,317
+3,959
+5% +$295K 0.12% 221
2014
Q3 		$5.89M Buy
81,358
+366
+0.5% +$28.2K 0.11% 236
2014
Q2 		$6.54M Buy
80,992
+8,352
+11% +$632K 0.12% 216
2014
Q1 		$5.29M Buy
72,640
+7,292
+11% +$531K 0.1% 225
2013
Q4 		$4.83M Buy
65,348
+8,196
+14% +$569K 0.08% 294
2013
Q3 		$3.73M Sell
57,152
-2,648
-4% -$160K 0.07% 332
2013
Q2 		$3.22M Buy
+59,800
New +$3.19M 0.07% 343

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Placemark Investments's IEX Position: Q4 2014 in Review

Placemark Investments increased its IDEX (IEX) stake by 4.9% in Q4 2014, buying an estimated $295K and bringing the position to 85,317 shares worth $6.64M. The position accounts for 0.12% of the portfolio, ranked #221.

Placemark Investments first reported a position in IEX in Q2 2013 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IEX as of Q4 2014.

  • Placemark Investments held 85,317 shares of IDEX worth $6.64M as of Q4 2014.
  • Placemark Investments bought 3,959 IDEX shares in Q4 2014, an estimated $295K.
  • IDEX made up 0.12% of Placemark Investments's portfolio in Q4 2014, its #221 holding.
  • Placemark Investments first reported a position in IDEX in Q2 2013 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held IDEX as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.