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Wilmington Trust’s IDEX IEX Stock Holding History

Wilmington Trust’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
Q2 		$1.98M Hold
24,464
– – 0.03% 264
2014
Q1 		$1.78M Buy
24,464
+222
+0.9% +$16.2K 0.03% 269
2013
Q4 		$1.79M Buy
24,242
+2,272
+10% +$158K 0.03% 262
2013
Q3 		$1.43M Sell
21,970
-35
-0.2% -$2.12K 0.03% 287
2013
Q2 		$1.18M Buy
+22,005
New +$1.17M 0.02% 292

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Wilmington Trust's IEX Position: Q2 2014 in Review

Wilmington Trust held its IDEX (IEX) position steady in Q2 2014 at 24,464 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #264.

Wilmington Trust first reported a position in IEX in Q2 2013 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold IEX as of Q2 2014.

  • Wilmington Trust held 24,464 shares of IDEX worth $1.98M as of Q2 2014.
  • Wilmington Trust left its IDEX share count unchanged in Q2 2014.
  • IDEX made up 0.03% of Wilmington Trust's portfolio in Q2 2014, its #264 holding.
  • Wilmington Trust first reported a position in IDEX in Q2 2013 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held IDEX as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.