Turner Investments’s IDEX IEX Stock Holding History

Turner Investments’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
2017 Q4	–	Sell	-3,000	Closed	-$364K	–	45
2017 Q3	$364K	Hold	3,000	–	–	1.65%	20
2017 Q2	$339K	Buy	+3,000	New	+$315K	0.22%	130

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

Turner Investments's IEX Position: Q4 2017 in Review

Turner Investments sold out of IDEX (IEX) in Q4 2017, closing a stake of 3,000 shares — an estimated $364K sold.

Turner Investments first reported a position in IEX in Q2 2017 and held it in 2 quarters. The position peaked at $364K in Q3 2017. 395 funds tracked by Wall St. Rank hold IEX as of Q4 2017.

Turner Investments reported no remaining IDEX position as of Q4 2017 after selling out during the quarter.
Turner Investments sold 3,000 IDEX shares in Q4 2017, an estimated $364K.
Turner Investments first reported a position in IDEX in Q2 2017 and held it in 2 quarters.
Turner Investments's IDEX position peaked at $364K in Q3 2017.
395 funds tracked by Wall St. Rank held IDEX as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.