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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Stephens Inc's IEX Position: Q1 2018 in Review

Stephens Inc sold out of IDEX (IEX) in Q1 2018, closing a stake of 1,620 shares — an estimated $214K sold.

Stephens Inc first reported a position in IEX in Q2 2014 and held it in 10 quarters. The position peaked at $229K in Q2 2014. 409 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

  • Stephens Inc reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
  • Stephens Inc sold 1,620 IDEX shares in Q1 2018, an estimated $214K.
  • Stephens Inc first reported a position in IDEX in Q2 2014 and held it in 10 quarters.
  • Stephens Inc's IDEX position peaked at $229K in Q2 2014.
  • 409 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Stephens Inc's 13F filing for Q1 2018, filed 3 May 2018.