SCA
IEX icon

Strategic Capital Alternatives’s IDEX IEX Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-185
Closed -$15K – 380
2015
Q2 		$15K Buy
+185
New +$14.3K ﹤0.01% 407
2014
Q4 		– Sell
-185
Closed -$13K – 204
2014
Q3 		$13K Buy
+185
New +$14.3K ﹤0.01% 370

Other funds holding IEX

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
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
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Strategic Capital Alternatives's IEX Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of IDEX (IEX) in Q3 2015, closing a stake of 185 shares — an estimated $15K sold.

Strategic Capital Alternatives first reported a position in IEX in Q3 2014 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 277 funds tracked by Wall St. Rank hold IEX as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining IDEX position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 185 IDEX shares in Q3 2015, an estimated $15K.
  • Strategic Capital Alternatives first reported a position in IDEX in Q3 2014 and held it in 2 quarters.
  • Strategic Capital Alternatives's IDEX position peaked at $15K in Q2 2015.
  • 277 funds tracked by Wall St. Rank held IDEX as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.