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Tributary Capital Management’s IDEX IEX Stock Holding History

Tributary 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
Q1 		– Sell
-33,666
Closed -$2.49M – 165
2013
Q4 		$2.49M Sell
33,666
-33,994
-50% -$2.36M 0.49% 109
2013
Q3 		$4.42M Buy
67,660
+13
+0% +$786 0.91% 19
2013
Q2 		$3.64M Buy
+67,647
New +$3.61M 0.6% 51

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

Tributary Capital Management's IEX Position: Q1 2014 in Review

Tributary Capital Management sold out of IDEX (IEX) in Q1 2014, closing a stake of 33,666 shares — an estimated $2.49M sold.

Tributary Capital Management first reported a position in IEX in Q2 2013 and held it in 3 quarters. The position peaked at $4.42M in Q3 2013. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

  • Tributary Capital Management reported no remaining IDEX position as of Q1 2014 after selling out during the quarter.
  • Tributary Capital Management sold 33,666 IDEX shares in Q1 2014, an estimated $2.49M.
  • Tributary Capital Management first reported a position in IDEX in Q2 2013 and held it in 3 quarters.
  • Tributary Capital Management's IDEX position peaked at $4.42M in Q3 2013.
  • 312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on Tributary Capital Management's 13F filing for Q1 2014, filed 15 May 2014.