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Stux Capital Management’s IDEX IEX Stock Holding History

Stux Capital Management’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
2014
Q2 		– Sell
-4,800
Closed -$350K – 474
2014
Q1 		$350K Sell
4,800
-64,000
-93% -$4.66M 0.04% 340
2013
Q4 		$5.08M Buy
68,800
+2,400
+4% +$167K 0.6% 47
2013
Q3 		$4.33M Sell
66,400
-12,300
-16% -$743K 0.58% 46
2013
Q2 		$4.24M Buy
+78,700
New +$4.2M 0.53% 46

Other funds holding IEX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $645B AUM 30.41% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stux Capital Management's IEX Position: Q2 2014 in Review

Stux Capital Management sold out of IDEX (IEX) in Q2 2014, closing a stake of 4,800 shares — an estimated $350K sold.

Stux Capital Management first reported a position in IEX in Q2 2013 and held it in 4 quarters. The position peaked at $5.08M in Q4 2013. 292 funds tracked by Wall St. Rank hold IEX as of Q2 2014.

  • Stux Capital Management reported no remaining IDEX position as of Q2 2014 after selling out during the quarter.
  • Stux Capital Management sold 4,800 IDEX shares in Q2 2014, an estimated $350K.
  • Stux Capital Management first reported a position in IDEX in Q2 2013 and held it in 4 quarters.
  • Stux Capital Management's IDEX position peaked at $5.08M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held IDEX as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.