VAM
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Visionary Asset Management’s IDEX IEX Stock Holding History

Visionary 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
2014
Q3 		– Sell
-725
Closed -$59K – 226
2014
Q2 		$59K Buy
+725
New +$54.8K 0.01% 146

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 $645B AUM 30.41% 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 18.13% 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 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Visionary Asset Management's IEX Position: Q3 2014 in Review

Visionary Asset Management sold out of IDEX (IEX) in Q3 2014, closing a stake of 725 shares — an estimated $59K sold.

Visionary Asset Management first reported a position in IEX in Q2 2014 and held it in 1 quarter. The position peaked at $59K in Q2 2014. 305 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • Visionary Asset Management reported no remaining IDEX position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 725 IDEX shares in Q3 2014, an estimated $59K.
  • Visionary Asset Management first reported a position in IDEX in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's IDEX position peaked at $59K in Q2 2014.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.