ST
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Spot Trading’s IDEX IEX Stock Holding History

Spot Trading’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
Q3 		– Sell
-932
Closed -$77K – 3268
2016
Q2 		$77K Sell
932
-919
-50% -$76.5K ﹤0.01% 2620
2016
Q1 		$153K Buy
+1,851
New +$139K ﹤0.01% 2365
2015
Q3 		– Sell
-1,469
Closed -$115K – 4069
2015
Q2 		$115K Buy
+1,469
New +$114K ﹤0.01% 3035
2015
Q1 		– Sell
-3,951
Closed -$308K – 4077
2014
Q4 		$308K Buy
3,951
+46
+1% +$3.42K ﹤0.01% 2664
2014
Q3 		$283K Buy
+3,905
New +$301K ﹤0.01% 2942
2014
Q1 		– Sell
-300
Closed -$22K – 4338
2013
Q4 		$22K Buy
+300
New +$20.8K ﹤0.01% 3658

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return