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
-17,100
Closed -$1.4M – 3269
2016
Q2 		$1.4M Sell
17,100
-41,400
-71% -$3.44M 0.02% 892
2016
Q1 		$4.85M Buy
+58,500
New +$4.39M 0.09% 299
2015
Q3 		– Sell
-1,400
Closed -$110K – 4070
2015
Q2 		$110K Buy
+1,400
New +$108K ﹤0.01% 3052
2015
Q1 		– Sell
-5,000
Closed -$389K – 4078
2014
Q4 		$389K Hold
5,000
– – ﹤0.01% 2514
2014
Q3 		$362K Buy
+5,000
New +$386K ﹤0.01% 2784
2014
Q1 		– Sell
-10,000
Closed -$739K – 4339
2013
Q4 		$739K Buy
+10,000
New +$695K ﹤0.01% 2191

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