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Tiedemann Advisors’s IDEX IEX Stock Holding History

Tiedemann Advisors’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
Q2 		– Sell
-1,380
Closed -$210K – 355
2019
Q1 		$210K Buy
+1,380
New +$195K 0.01% 419
2017
Q4 		– Sell
-5,404
Closed -$506K – 279
2017
Q3 		$506K Sell
5,404
-672
-11% -$78.5K 0.05% 213
2017
Q2 		$687K Sell
6,076
-676
-10% -$71K 0.05% 275
2017
Q1 		$631K Buy
6,752
+1,124
+20% +$103K 0.05% 239
2016
Q4 		$507K Buy
+5,628
New +$509K 0.05% 209

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiedemann Advisors's IEX Position: Q2 2019 in Review

Tiedemann Advisors sold out of IDEX (IEX) in Q2 2019, closing a stake of 1,380 shares — an estimated $210K sold.

Tiedemann Advisors first reported a position in IEX in Q4 2016 and held it in 5 quarters. The position peaked at $687K in Q2 2017. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Tiedemann Advisors reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 1,380 IDEX shares in Q2 2019, an estimated $210K.
  • Tiedemann Advisors first reported a position in IDEX in Q4 2016 and held it in 5 quarters.
  • Tiedemann Advisors's IDEX position peaked at $687K in Q2 2017.
  • 425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.