ACI
TEX icon

Advance Capital I’s Terex TEX Stock Holding History

Advance Capital I’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,500
Closed -$194K – 162
2015
Q4 		$194K Buy
+10,500
New +$208K 0.18% 150
2015
Q3 		– Sell
-24,400
Closed -$567K – 245
2015
Q2 		$567K Buy
+24,400
New +$644K 0.37% 163
2014
Q1 		– Sell
-17,800
Closed -$747K – 274
2013
Q4 		$747K Buy
17,800
+7,600
+75% +$275K 0.36% 102
2013
Q3 		$343K Sell
10,200
-600
-6% -$18.2K 0.17% 261
2013
Q2 		$284K Buy
+10,800
New +$333K 0.14% 281

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advance Capital I's TEX Position: Q1 2016 in Review

Advance Capital I sold out of Terex (TEX) in Q1 2016, closing a stake of 10,500 shares — an estimated $194K sold.

Advance Capital I first reported a position in TEX in Q2 2013 and held it in 5 quarters. The position peaked at $747K in Q4 2013. 271 funds tracked by Wall St. Rank hold TEX as of Q1 2016.

  • Advance Capital I reported no remaining Terex position as of Q1 2016 after selling out during the quarter.
  • Advance Capital I sold 10,500 Terex shares in Q1 2016, an estimated $194K.
  • Advance Capital I first reported a position in Terex in Q2 2013 and held it in 5 quarters.
  • Advance Capital I's Terex position peaked at $747K in Q4 2013.
  • 271 funds tracked by Wall St. Rank held Terex as of Q1 2016.

Based on Advance Capital I's 13F filing for Q1 2016, filed 9 May 2016.