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Sterling Investment Advisors (Pennsylvania)’s IDEX IEX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q1 		– Sell
-1,000
Closed -$126K – 420
2018
Q4 		$126K Hold
1,000
– – 0.07% 130
2018
Q3 		$151K Buy
+1,000
New +$149K 0.08% 132

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IEX Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of IDEX (IEX) in Q1 2019, closing a stake of 1,000 shares — an estimated $126K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IEX in Q3 2018 and held it in 2 quarters. The position peaked at $151K in Q3 2018. 427 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,000 IDEX shares in Q1 2019, an estimated $126K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in IDEX in Q3 2018 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s IDEX position peaked at $151K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.