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AmeriServ Wealth Advisors’s Terex TEX Stock Holding History

AmeriServ Wealth Advisors’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
2015
Q3 		– Sell
-200
Closed -$5K – 134
2015
Q2 		$5K Buy
+200
New +$5.28K 0.01% 139
2014
Q1 		– Sell
-17,500
Closed -$735K – 170
2013
Q4 		$735K Sell
17,500
-500
-3% -$18.1K 0.44% 70
2013
Q3 		$605K Buy
18,000
+100
+0.6% +$3.03K 0.39% 78
2013
Q2 		$471K Buy
+17,900
New +$553K 0.3% 96

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AmeriServ Wealth Advisors's TEX Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Terex (TEX) in Q3 2015, closing a stake of 200 shares — an estimated $5K sold.

AmeriServ Wealth Advisors first reported a position in TEX in Q2 2013 and held it in 4 quarters. The position peaked at $735K in Q4 2013. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 200 Terex shares in Q3 2015, an estimated $5K.
  • AmeriServ Wealth Advisors first reported a position in Terex in Q2 2013 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's Terex position peaked at $735K in Q4 2013.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.