Robert N. Shapiro’s IDEX IEX Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-148	Closed	-$10K	–	825
2013 Q3	$10K	Hold	148	–	–	﹤0.01%	846
2013 Q2	$8K	Buy	+148	New	+$7.89K	﹤0.01%	797

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ACM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Robert N. Shapiro's IEX Position: Q4 2013 in Review

Robert N. Shapiro sold out of IDEX (IEX) in Q4 2013, closing a stake of 148 shares — an estimated $10K sold.

Robert N. Shapiro first reported a position in IEX in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 300 funds tracked by Wall St. Rank hold IEX as of Q4 2013.

Robert N. Shapiro reported no remaining IDEX position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 148 IDEX shares in Q4 2013, an estimated $10K.
Robert N. Shapiro first reported a position in IDEX in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's IDEX position peaked at $10K in Q3 2013.
300 funds tracked by Wall St. Rank held IDEX as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.