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Ramsey Quantitative Systems’s IDEX IEX Stock Holding History

Ramsey Quantitative Systems’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
2018
Q1 		– Sell
-29,695
Closed -$542K – 388
2017
Q4 		$542K Buy
29,695
+12,951
+77% +$1.67M 0.57% 15
2017
Q3 		$297K Buy
16,744
+805
+5% +$94K 0.33% 161
2017
Q2 		$297K Sell
15,939
-14,146
-47% -$1.49M 0.33% 145
2017
Q1 		$986K Buy
+30,085
New +$2.76M 1.13% 8
2016
Q4 		– Sell
-8,705
Closed -$815K – 154
2016
Q3 		$815K Sell
8,705
-4
-0% -$361 0.9% 17
2016
Q2 		$715K Buy
+8,709
New +$725K 0.78% 42

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ramsey Quantitative Systems's IEX Position: Q1 2018 in Review

Ramsey Quantitative Systems sold out of IDEX (IEX) in Q1 2018, closing a stake of 29,695 shares — an estimated $542K sold.

Ramsey Quantitative Systems first reported a position in IEX in Q2 2016 and held it in 6 quarters. The position peaked at $986K in Q1 2017. 408 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

  • Ramsey Quantitative Systems reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 29,695 IDEX shares in Q1 2018, an estimated $542K.
  • Ramsey Quantitative Systems first reported a position in IDEX in Q2 2016 and held it in 6 quarters.
  • Ramsey Quantitative Systems's IDEX position peaked at $986K in Q1 2017.
  • 408 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2018, filed 26 Apr 2018.