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Winslow Evans & Crocker’s IDEX IEX Stock Holding History

Winslow Evans & Crocker’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
2018
Q3 		– Sell
-2,500
Closed -$342K – 1123
2018
Q2 		$342K Hold
2,500
– – 0.11% 187
2018
Q1 		$356K Hold
2,500
– – 0.12% 180
2017
Q4 		$330K Hold
2,500
– – 0.11% 194
2017
Q3 		$304K Buy
+2,500
New +$292K 0.1% 199
2014
Q4 		– Sell
-94
Closed -$6.73K – 1355
2014
Q3 		$6.73K Buy
+94
New +$7.25K ﹤0.01% 997

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Winslow Evans & Crocker's IEX Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of IDEX (IEX) in Q3 2018, closing a stake of 2,500 shares — an estimated $342K sold.

Winslow Evans & Crocker first reported a position in IEX in Q3 2014 and held it in 5 quarters. The position peaked at $356K in Q1 2018. 434 funds tracked by Wall St. Rank hold IEX as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining IDEX position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,500 IDEX shares in Q3 2018, an estimated $342K.
  • Winslow Evans & Crocker first reported a position in IDEX in Q3 2014 and held it in 5 quarters.
  • Winslow Evans & Crocker's IDEX position peaked at $356K in Q1 2018.
  • 434 funds tracked by Wall St. Rank held IDEX as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.