Sumit Capital’s IDEX IEX Stock Holding History

Sumit Capital’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 Q1	–	Sell	-3,120	Closed	-$230K	–	146
2013 Q4	$230K	Buy	+3,120	New	+$217K	0.41%	124

Other funds holding IEX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Sumit Capital's IEX Position: Q1 2014 in Review

Sumit Capital sold out of IDEX (IEX) in Q1 2014, closing a stake of 3,120 shares — an estimated $230K sold.

Sumit Capital first reported a position in IEX in Q4 2013 and held it in 1 quarter. The position peaked at $230K in Q4 2013. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

Sumit Capital reported no remaining IDEX position as of Q1 2014 after selling out during the quarter.
Sumit Capital sold 3,120 IDEX shares in Q1 2014, an estimated $230K.
Sumit Capital first reported a position in IDEX in Q4 2013 and held it in 1 quarter.
Sumit Capital's IDEX position peaked at $230K in Q4 2013.
312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.