Resource Management’s IDEX IEX Stock Holding History

Resource 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
2020 Q1	–	Sell	-2,250	Closed	-$387K	–	143
2019 Q4	$387K	Hold	2,250	–	–	0.06%	101
2019 Q3	$368K	Hold	2,250	–	–	0.06%	100
2019 Q2	$387K	Hold	2,250	–	–	0.07%	96
2019 Q1	$341K	Hold	2,250	–	–	0.06%	104
2018 Q4	$284K	Hold	2,250	–	–	0.06%	101
2018 Q3	$339K	Hold	2,250	–	–	0.06%	100
2018 Q2	$307K	Hold	2,250	–	–	0.06%	93
2018 Q1	$321K	Hold	2,250	–	–	0.07%	90
2017 Q4	$299K	Buy	+2,250	New	+$290K	0.06%	98

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Resource Management's IEX Position: Q1 2020 in Review

Resource Management sold out of IDEX (IEX) in Q1 2020, closing a stake of 2,250 shares — an estimated $387K sold.

Resource Management first reported a position in IEX in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Resource Management reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Resource Management sold 2,250 IDEX shares in Q1 2020, an estimated $387K.
Resource Management first reported a position in IDEX in Q4 2017 and held it in 9 quarters.
Resource Management's IDEX position peaked at $387K in Q4 2019.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Resource Management's 13F filing for Q1 2020, filed 5 May 2020.