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Proficio Capital Partners’s IDEX IEX Stock Holding History

Proficio Capital Partners’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
-501
Closed -$86K – 788
2019
Q2 		$86K Buy
501
+12
+2% +$1.89K 0.03% 236
2019
Q1 		$74K Sell
489
-1
-0.2% -$141 0.03% 255
2018
Q4 		$62K Sell
490
-31
-6% -$4.15K 0.03% 241
2018
Q3 		$78K Hold
521
– – 0.03% 251
2018
Q2 		$71K Buy
521
+7
+1% +$978 0.03% 267
2018
Q1 		$73K Buy
514
+24
+5% +$3.35K 0.02% 263
2017
Q4 		$65K Hold
490
– – 0.02% 290
2017
Q3 		$60K Hold
490
– – 0.02% 339
2017
Q2 		$57K Buy
490
+31
+7% +$3.26K 0.02% 356
2017
Q1 		$50K Buy
459
+262
+133% +$24.1K 0.02% 381
2016
Q4 		$18K Sell
197
-15
-7% -$1.36K 0.01% 477
2016
Q3 		$20K Hold
212
– – 0.01% 426
2016
Q2 		$19K Buy
212
+8
+4% +$666 0.01% 433
2016
Q1 		$17K Buy
+204
New +$15.3K 0.01% 344

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
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

Proficio Capital Partners's IEX Position: Q3 2019 in Review

Proficio Capital Partners sold out of IDEX (IEX) in Q3 2019, closing a stake of 501 shares — an estimated $86K sold.

Proficio Capital Partners first reported a position in IEX in Q1 2016 and held it in 14 quarters. The position peaked at $86K in Q2 2019. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

  • Proficio Capital Partners reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 501 IDEX shares in Q3 2019, an estimated $86K.
  • Proficio Capital Partners first reported a position in IDEX in Q1 2016 and held it in 14 quarters.
  • Proficio Capital Partners's IDEX position peaked at $86K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.