Shine Investment Advisory Services’s IDEX IEX Stock Holding History

Shine Investment Advisory Services’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 Q3	$28K	Hold	155	–	–	0.01%	400
2020 Q2	$24K	Sell	155 -49	-24%	-$7.49K	0.01%	434
2020 Q1	$28K	Hold	204	–	–	0.01%	370
2019 Q4	$35K	Buy	204 +19	+10%	+$3.08K	0.01%	401
2019 Q3	$30K	Hold	185	–	–	0.01%	401
2019 Q2	$32K	Buy	185 +17	+10%	+$2.67K	0.01%	393
2019 Q1	$25K	Buy	168 +18	+12%	+$2.54K	0.01%	437
2018 Q4	$19K	Buy	150 +55	+58%	+$7.36K	0.01%	445
2018 Q3	$14K	Hold	95	–	–	0.01%	488
2018 Q2	$13K	Sell	95 -48	-34%	-$6.71K	0.01%	492
2018 Q1	$20K	Buy	143 +31	+28%	+$4.33K	0.01%	456
2017 Q4	$15K	Hold	112	–	–	0.01%	487
2017 Q3	$14K	Hold	112	–	–	0.01%	498
2017 Q2	$13K	Buy	+112	New	+$11.8K	0.01%	486

Other funds holding IEX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

ACM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Shine Investment Advisory Services's IEX Position: Q3 2020 in Review

Shine Investment Advisory Services held its IDEX (IEX) position steady in Q3 2020 at 155 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #400.

Shine Investment Advisory Services first reported a position in IEX in Q2 2017 and has held it in 14 quarters since. The position peaked at $35K in Q4 2019. 498 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

Shine Investment Advisory Services held 155 shares of IDEX worth $28K as of Q3 2020.
Shine Investment Advisory Services left its IDEX share count unchanged in Q3 2020.
IDEX made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #400 holding.
Shine Investment Advisory Services first reported a position in IDEX in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's IDEX position peaked at $35K in Q4 2019.
498 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.