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Ronald Blue & Co’s IDEX IEX Stock Holding History

Ronald Blue & Co’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
2014
Q3 		– Sell
-2,836
Closed -$229K – 345
2014
Q2 		$229K Sell
2,836
-284
-9% -$21.5K 0.01% 289
2014
Q1 		$227K Sell
3,120
-353
-10% -$25.7K 0.02% 276
2013
Q4 		$256K Sell
3,473
-374
-10% -$26K 0.02% 242
2013
Q3 		$251K Sell
3,847
-217
-5% -$13.1K 0.02% 217
2013
Q2 		$219K Buy
+4,064
New +$217K 0.02% 124

Other funds holding IEX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ronald Blue & Co's IEX Position: Q3 2014 in Review

Ronald Blue & Co sold out of IDEX (IEX) in Q3 2014, closing a stake of 2,836 shares — an estimated $229K sold.

Ronald Blue & Co first reported a position in IEX in Q2 2013 and held it in 5 quarters. The position peaked at $256K in Q4 2013. 305 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • Ronald Blue & Co reported no remaining IDEX position as of Q3 2014 after selling out during the quarter.
  • Ronald Blue & Co sold 2,836 IDEX shares in Q3 2014, an estimated $229K.
  • Ronald Blue & Co first reported a position in IDEX in Q2 2013 and held it in 5 quarters.
  • Ronald Blue & Co's IDEX position peaked at $256K in Q4 2013.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on Ronald Blue & Co's 13F filing for Q3 2014, filed 14 Nov 2014.