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Alexandria Capital’s Terex TEX Stock Holding History

Alexandria Capital’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
Q3 		– Sell
-320
Closed -$6K – 638
2016
Q2 		$6K Buy
+320
New +$7.32K ﹤0.01% 476
2015
Q1 		– Sell
-320
Closed -$9K – 640
2014
Q4 		$9K Hold
320
– – ﹤0.01% 383
2014
Q3 		$10K Hold
320
– – ﹤0.01% 349
2014
Q2 		$13K Hold
320
– – 0.01% 334
2014
Q1 		$14K Hold
320
– – 0.01% 324
2013
Q4 		$13K Buy
+320
New +$11.6K 0.01% 334

Other funds holding TEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alexandria Capital's TEX Position: Q3 2016 in Review

Alexandria Capital sold out of Terex (TEX) in Q3 2016, closing a stake of 320 shares — an estimated $6K sold.

Alexandria Capital first reported a position in TEX in Q4 2013 and held it in 6 quarters. The position peaked at $14K in Q1 2014. 235 funds tracked by Wall St. Rank hold TEX as of Q3 2016.

  • Alexandria Capital reported no remaining Terex position as of Q3 2016 after selling out during the quarter.
  • Alexandria Capital sold 320 Terex shares in Q3 2016, an estimated $6K.
  • Alexandria Capital first reported a position in Terex in Q4 2013 and held it in 6 quarters.
  • Alexandria Capital's Terex position peaked at $14K in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Terex as of Q3 2016.

Based on Alexandria Capital's 13F filing for Q3 2016, filed 15 Nov 2016.