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Stephens Inc’s IDEX IEX Stock Holding History

Stephens Inc’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
2018
Q1 		– Sell
-1,620
Closed -$214K – 702
2017
Q4 		$214K Sell
1,620
-149
-8% -$19.2K 0.01% 635
2017
Q3 		$215K Buy
+1,769
New +$207K 0.01% 651
2016
Q4 		– Sell
-2,396
Closed -$224K – 809
2016
Q3 		$224K Sell
2,396
-179
-7% -$16.2K 0.01% 678
2016
Q2 		$211K Hold
2,575
– – 0.01% 669
2016
Q1 		$213K Buy
+2,575
New +$193K 0.01% 645
2015
Q3 		– Sell
-2,806
Closed -$220K – 772
2015
Q2 		$220K Sell
2,806
-14
-0.5% -$1.08K 0.01% 690
2015
Q1 		$214K Buy
2,820
+14
+0.5% +$1.05K 0.01% 700
2014
Q4 		$218K Sell
2,806
-15
-0.5% -$1.12K 0.01% 693
2014
Q3 		$204K Sell
2,821
-16
-0.6% -$1.24K 0.01% 712
2014
Q2 		$229K Buy
+2,837
New +$215K 0.01% 720

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return