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Wealthfront’s IDEX IEX Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-375
Closed -$27K – 637
2015
Q3 		$27K Buy
375
+178
+90% +$13.1K ﹤0.01% 656
2015
Q2 		$15K Buy
197
+171
+658% +$13.2K ﹤0.01% 719
2015
Q1 		$2K Buy
26
+25
+2,500% +$1.88K ﹤0.01% 1003
2014
Q4 		$0 Buy
+1
New +$74 ﹤0.01% 818

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wealthfront's IEX Position: Q4 2015 in Review

Wealthfront sold out of IDEX (IEX) in Q4 2015, closing a stake of 375 shares — an estimated $27K sold.

Wealthfront first reported a position in IEX in Q4 2014 and held it in 4 quarters. The position peaked at $27K in Q3 2015. 293 funds tracked by Wall St. Rank hold IEX as of Q4 2015.

  • Wealthfront reported no remaining IDEX position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 375 IDEX shares in Q4 2015, an estimated $27K.
  • Wealthfront first reported a position in IDEX in Q4 2014 and held it in 4 quarters.
  • Wealthfront's IDEX position peaked at $27K in Q3 2015.
  • 293 funds tracked by Wall St. Rank held IDEX as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.