Ruane, Cunniff & Goldfarb’s IDEX IEX Stock Holding History

Ruane, Cunniff & Goldfarb’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
2016 Q1	–	Sell	-5,225	Closed	-$400K	–	142
2015 Q4	$400K	Hold	5,225	–	–	﹤0.01%	119
2015 Q3	$373K	Hold	5,225	–	–	﹤0.01%	121
2015 Q2	$411K	Hold	5,225	–	–	﹤0.01%	118
2015 Q1	$396K	Hold	5,225	–	–	﹤0.01%	123
2014 Q4	$407K	Sell	5,225 -2,760	-35%	-$206K	﹤0.01%	121
2014 Q3	$578K	Hold	7,985	–	–	﹤0.01%	115
2014 Q2	$645K	Hold	7,985	–	–	﹤0.01%	107
2014 Q1	$582K	Hold	7,985	–	–	﹤0.01%	107
2013 Q4	$590K	Hold	7,985	–	–	﹤0.01%	110
2013 Q3	$521K	Hold	7,985	–	–	﹤0.01%	114
2013 Q2	$430K	Buy	+7,985	New	+$426K	﹤0.01%	113

Other funds holding IEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BFA

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

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

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's IEX Position: Q1 2016 in Review

Ruane, Cunniff & Goldfarb sold out of IDEX (IEX) in Q1 2016, closing a stake of 5,225 shares — an estimated $400K sold.

Ruane, Cunniff & Goldfarb first reported a position in IEX in Q2 2013 and held it in 11 quarters. The position peaked at $645K in Q2 2014. 299 funds tracked by Wall St. Rank hold IEX as of Q1 2016.

Ruane, Cunniff & Goldfarb reported no remaining IDEX position as of Q1 2016 after selling out during the quarter.
Ruane, Cunniff & Goldfarb sold 5,225 IDEX shares in Q1 2016, an estimated $400K.
Ruane, Cunniff & Goldfarb first reported a position in IDEX in Q2 2013 and held it in 11 quarters.
Ruane, Cunniff & Goldfarb's IDEX position peaked at $645K in Q2 2014.
299 funds tracked by Wall St. Rank held IDEX as of Q1 2016.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2016, filed 16 May 2016.