Trust Asset Management’s IDEX IEX Stock Holding History

Trust Asset 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
2018 Q3	–	Sell	-180	Closed	-$25K	–	81
2018 Q2	$25K	Buy	+180	New	+$25.1K	0.01%	85

Other funds holding IEX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Trust Asset Management's IEX Position: Q3 2018 in Review

Trust Asset Management sold out of IDEX (IEX) in Q3 2018, closing a stake of 180 shares — an estimated $25K sold.

Trust Asset Management first reported a position in IEX in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 432 funds tracked by Wall St. Rank hold IEX as of Q3 2018.

Trust Asset Management reported no remaining IDEX position as of Q3 2018 after selling out during the quarter.
Trust Asset Management sold 180 IDEX shares in Q3 2018, an estimated $25K.
Trust Asset Management first reported a position in IDEX in Q2 2018 and held it in 1 quarter.
Trust Asset Management's IDEX position peaked at $25K in Q2 2018.
432 funds tracked by Wall St. Rank held IDEX as of Q3 2018.

Based on Trust Asset Management's 13F filing for Q3 2018, filed 16 Nov 2018.