Princeton Alpha Management’s IDEX IEX Stock Holding History

Princeton Alpha Management’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
2017 Q1	–	Sell	-6,545	Closed	-$589K	–	640
2016 Q4	$589K	Buy	+6,545	New	+$592K	0.12%	273
2016 Q2	–	Sell	-17,364	Closed	-$1.44M	–	852
2016 Q1	$1.44M	Buy	17,364 +13,885	+399%	+$1.04M	0.23%	124
2015 Q4	$267K	Buy	+3,479	New	+$267K	0.05%	531
2015 Q1	–	Sell	-2,615	Closed	-$204K	–	785
2014 Q4	$204K	Sell	2,615 -2,000	-43%	-$149K	0.06%	575
2014 Q3	$334K	Buy	+4,615	New	+$356K	0.08%	383
2014 Q2	–	Sell	-12,807	Closed	-$934K	–	764
2014 Q1	$934K	Buy	+12,807	New	+$932K	0.29%	73

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

ACM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Princeton Alpha Management's IEX Position: Q1 2017 in Review

Princeton Alpha Management sold out of IDEX (IEX) in Q1 2017, closing a stake of 6,545 shares — an estimated $589K sold.

Princeton Alpha Management first reported a position in IEX in Q1 2014 and held it in 6 quarters. The position peaked at $1.44M in Q1 2016. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

Princeton Alpha Management reported no remaining IDEX position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,545 IDEX shares in Q1 2017, an estimated $589K.
Princeton Alpha Management first reported a position in IDEX in Q1 2014 and held it in 6 quarters.
Princeton Alpha Management's IDEX position peaked at $1.44M in Q1 2016.
305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.