Wasatch Advisors’s IDEX IEX Stock Holding History

Wasatch Advisors’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
2016 Q1	–	Sell	-85,327	Closed	-$6.54M	–	367
2015 Q4	$6.54M	Sell	85,327 -5,478	-6%	-$420K	0.09%	190
2015 Q3	$6.47M	Sell	90,805 -654,314	-88%	-$48.2M	0.09%	200
2015 Q2	$58.6M	Sell	745,119 -25,480	-3%	-$1.97M	0.64%	49
2015 Q1	$58.4M	Sell	770,599 -41,482	-5%	-$3.12M	0.61%	51
2014 Q4	$63.2M	Sell	812,081 -10,546	-1%	-$785K	0.66%	49
2014 Q3	$59.5M	Sell	822,627 -119,207	-13%	-$9.2M	0.62%	45
2014 Q2	$76M	Sell	941,834 -146,145	-13%	-$11.1M	0.74%	36
2014 Q1	$79.3M	Sell	1,087,979 -137,956	-11%	-$10M	0.77%	35
2013 Q4	$90.5M	Sell	1,225,935 -27,320	-2%	-$1.9M	0.89%	24
2013 Q3	$81.8M	Sell	1,253,255 -29,067	-2%	-$1.76M	0.85%	28
2013 Q2	$69M	Buy	+1,282,322	New	+$68.4M	0.76%	29

Other funds holding IEX

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors's IEX Position: Q1 2016 in Review

Wasatch Advisors sold out of IDEX (IEX) in Q1 2016, closing a stake of 85,327 shares — an estimated $6.54M sold.

Wasatch Advisors first reported a position in IEX in Q2 2013 and held it in 11 quarters. The position peaked at $90.5M in Q4 2013. 299 funds tracked by Wall St. Rank hold IEX as of Q1 2016.

Wasatch Advisors reported no remaining IDEX position as of Q1 2016 after selling out during the quarter.
Wasatch Advisors sold 85,327 IDEX shares in Q1 2016, an estimated $6.54M.
Wasatch Advisors first reported a position in IDEX in Q2 2013 and held it in 11 quarters.
Wasatch Advisors's IDEX position peaked at $90.5M in Q4 2013.
299 funds tracked by Wall St. Rank held IDEX as of Q1 2016.

Based on Wasatch Advisors's 13F filing for Q1 2016, filed 16 May 2016.