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UBS’s IDEX IEX Stock Holding History

UBS’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
Q3 		$6.51M Buy
89,930
+37,251
+71% +$2.87M ﹤0.01% 1784
2014
Q2 		$4.25M Sell
52,679
-15,541
-23% -$1.18M ﹤0.01% 2109
2014
Q1 		$4.97M Sell
68,220
-8,555
-11% -$623K ﹤0.01% 1880
2013
Q4 		$5.67M Sell
76,775
-42,300
-36% -$2.94M 0.01% 1749
2013
Q3 		$7.77M Buy
119,075
+31,947
+37% +$1.93M 0.01% 1328
2013
Q2 		$4.69M Buy
+87,128
New +$4.64M 0.01% 1681

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS's IEX Position: Q3 2014 in Review

UBS increased its IDEX (IEX) stake by 71% in Q3 2014, buying an estimated $2.87M and bringing the position to 89,930 shares worth $6.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

UBS first reported a position in IEX in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.77M in Q3 2013. 306 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • UBS held 89,930 shares of IDEX worth $6.51M as of Q3 2014.
  • UBS bought 37,251 IDEX shares in Q3 2014, an estimated $2.87M.
  • IDEX made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1784 holding.
  • UBS first reported a position in IDEX in Q2 2013 and has held it in 6 quarters since.
  • UBS's IDEX position peaked at $7.77M in Q3 2013.
  • 306 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.