Simply Money Advisors’s IDEX IEX Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-56	Closed	-$3K	–	231
2013 Q2	$3K	Buy	+56	New	+$2.98K	﹤0.01%	343

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

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

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

ACM

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

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

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

BIT

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

BFA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simply Money Advisors's IEX Position: Q3 2013 in Review

Simply Money Advisors sold out of IDEX (IEX) in Q3 2013, closing a stake of 56 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in IEX in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 279 funds tracked by Wall St. Rank hold IEX as of Q3 2013.

Simply Money Advisors reported no remaining IDEX position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 56 IDEX shares in Q3 2013, an estimated $3K.
Simply Money Advisors first reported a position in IDEX in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's IDEX position peaked at $3K in Q2 2013.
279 funds tracked by Wall St. Rank held IDEX as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.