TG
IEX icon

TLP Group’s IDEX IEX Stock Holding History

TLP Group’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
-63
Closed -$8K – 496
2017
Q4 		$8K Buy
+63
New +$8.11K 0.01% 395
2016
Q4 		– Sell
-1,361
Closed -$127K – 321
2016
Q3 		$127K Sell
1,361
-5,686
-81% -$513K 0.13% 148
2016
Q2 		$579K Buy
+7,047
New +$586K 0.39% 61
2016
Q1 		– Sell
-4,056
Closed -$311K – 341
2015
Q4 		$311K Buy
+4,056
New +$311K 0.25% 78

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TLP Group's IEX Position: Q1 2018 in Review

TLP Group sold out of IDEX (IEX) in Q1 2018, closing a stake of 63 shares — an estimated $8K sold.

TLP Group first reported a position in IEX in Q4 2015 and held it in 4 quarters. The position peaked at $579K in Q2 2016. 408 funds tracked by Wall St. Rank hold IEX as of Q1 2018.

  • TLP Group reported no remaining IDEX position as of Q1 2018 after selling out during the quarter.
  • TLP Group sold 63 IDEX shares in Q1 2018, an estimated $8K.
  • TLP Group first reported a position in IDEX in Q4 2015 and held it in 4 quarters.
  • TLP Group's IDEX position peaked at $579K in Q2 2016.
  • 408 funds tracked by Wall St. Rank held IDEX as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.