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Premia Global Advisors’s IDEX IEX Stock Holding History

Premia Global 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
2019
Q2 		– Sell
-261
Closed -$39K – 211
2019
Q1 		$39K Buy
+261
New +$36.9K 0.04% 231
2018
Q2 		– Sell
-284
Closed -$40K – 274
2018
Q1 		$40K Sell
284
-50
-15% -$6.98K 0.03% 217
2017
Q4 		$44K Buy
+334
New +$43K 0.04% 212

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Premia Global Advisors's IEX Position: Q2 2019 in Review

Premia Global Advisors sold out of IDEX (IEX) in Q2 2019, closing a stake of 261 shares — an estimated $39K sold.

Premia Global Advisors first reported a position in IEX in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2017. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Premia Global Advisors reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 261 IDEX shares in Q2 2019, an estimated $39K.
  • Premia Global Advisors first reported a position in IDEX in Q4 2017 and held it in 3 quarters.
  • Premia Global Advisors's IDEX position peaked at $44K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.