Telemus Capital’s IDEX IEX Stock Holding History

Telemus 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
2018 Q1	–	Sell	-176	Closed	-$23K	–	474
2017 Q4	$23K	Buy	+176	New	+$22.7K	﹤0.01%	460

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Telemus Capital's IEX Position: Q1 2018 in Review

Telemus Capital sold out of IDEX (IEX) in Q1 2018, closing a stake of 176 shares — an estimated $23K sold.

Telemus Capital first reported a position in IEX in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 408 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

Telemus Capital reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 176 IDEX shares in Q1 2018, an estimated $23K.
Telemus Capital first reported a position in IDEX in Q4 2017 and held it in 1 quarter.
Telemus Capital's IDEX position peaked at $23K in Q4 2017.
408 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.