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 Q1	–	Sell	-5,500	Closed	-$421K	–	3669
2015 Q4	$421K	Buy	+5,500	New	+$421K	﹤0.01%	2032

Other funds holding IEX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Spot Trading's IEX Position: Q3 2016 in Review

Spot Trading sold out of IDEX (IEX) in Q3 2016, closing a stake of 932 shares — an estimated $77K sold.

Spot Trading first reported a position in IEX in Q4 2013 and held it in 6 quarters. The position peaked at $308K in Q4 2014. 316 funds tracked by Wall St. Rank hold IEX as of Q3 2016.

Spot Trading reported no remaining IDEX position as of Q3 2016 after selling out during the quarter.
Spot Trading sold 932 IDEX shares in Q3 2016, an estimated $77K.
Spot Trading first reported a position in IDEX in Q4 2013 and held it in 6 quarters.
Spot Trading's IDEX position peaked at $308K in Q4 2014.
316 funds tracked by Wall St. Rank held IDEX as of Q3 2016.

Based on Spot Trading's 13F filing for Q3 2016, filed 31 Oct 2016.