QS Investors’s IDEX IEX Stock Holding History

QS Investors’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 Q3	–	Sell	-983	Closed	-$156K	–	1346
2020 Q2	$156K	Hold	983	–	–	﹤0.01%	1200
2020 Q1	$136K	Hold	983	–	–	﹤0.01%	1179
2019 Q4	$171K	Buy	983 +133	+16%	+$21.5K	﹤0.01%	1215
2019 Q3	$140K	Buy	+850	New	+$141K	﹤0.01%	1291
2019 Q1	–	Sell	-6	Closed	-$1K	–	1751
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	1753
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	1761
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	1780
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	1795
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	1802
2017 Q3	$1K	Hold	6	–	–	﹤0.01%	1769
2017 Q2	$1K	Hold	6	–	–	﹤0.01%	1777
2017 Q1	$1K	Hold	6	–	–	﹤0.01%	1792
2016 Q4	$1K	Hold	6	–	–	﹤0.01%	1630
2016 Q3	$1K	Hold	6	–	–	﹤0.01%	1614
2016 Q2	$1K	Hold	6	–	–	﹤0.01%	1653
2016 Q1	$1K	Hold	6	–	–	﹤0.01%	1650
2015 Q4	$1K	Buy	+6	New	+$460	﹤0.01%	1674
2014 Q4	–	Sell	-57,700	Closed	-$4.18M	–	1384
2014 Q3	$4.18M	Hold	57,700	–	–	0.11%	158
2014 Q2	$4.66M	Sell	57,700 -25,800	-31%	-$1.95M	0.12%	167
2014 Q1	$6.09M	Buy	83,500 +37,300	+81%	+$2.72M	0.18%	136
2013 Q4	$3.41M	Buy	+46,200	New	+$3.21M	0.13%	150

Other funds holding IEX

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

ACM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QS Investors's IEX Position: Q3 2020 in Review

QS Investors sold out of IDEX (IEX) in Q3 2020, closing a stake of 983 shares — an estimated $156K sold.

QS Investors first reported a position in IEX in Q4 2013 and held it in 21 quarters. The position peaked at $6.09M in Q1 2014. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

QS Investors reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
QS Investors sold 983 IDEX shares in Q3 2020, an estimated $156K.
QS Investors first reported a position in IDEX in Q4 2013 and held it in 21 quarters.
QS Investors's IDEX position peaked at $6.09M in Q1 2014.
499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.