Secor Capital Advisors’s IDEX IEX Stock Holding History

Secor Capital Advisors’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 Q4	–	Sell	-2,091	Closed	-$314K	–	521
2018 Q3	$314K	Buy	+2,091	New	+$312K	0.03%	363
2016 Q4	–	Sell	-5,151	Closed	-$482K	–	551
2016 Q3	$482K	Buy	+5,151	New	+$465K	0.05%	368
2016 Q1	–	Sell	-32,625	Closed	-$2.5M	–	677
2015 Q4	$2.5M	Buy	+32,625	New	+$2.5M	0.71%	9
2015 Q2	–	Sell	-11,082	Closed	-$840K	–	485
2015 Q1	$840K	Buy	+11,082	New	+$834K	0.33%	78

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Secor Capital Advisors's IEX Position: Q4 2018 in Review

Secor Capital Advisors sold out of IDEX (IEX) in Q4 2018, closing a stake of 2,091 shares — an estimated $314K sold.

Secor Capital Advisors first reported a position in IEX in Q1 2015 and held it in 4 quarters. The position peaked at $2.5M in Q4 2015. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

Secor Capital Advisors reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
Secor Capital Advisors sold 2,091 IDEX shares in Q4 2018, an estimated $314K.
Secor Capital Advisors first reported a position in IDEX in Q1 2015 and held it in 4 quarters.
Secor Capital Advisors's IDEX position peaked at $2.5M in Q4 2015.
419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.