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Analytic Investors’s Terex TEX Stock Holding History

Analytic Investors’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
2013
Q4 		– Sell
-62,674
Closed -$2.11M – 565
2013
Q3 		$2.11M Buy
62,674
+27,544
+78% +$835K 0.03% 233
2013
Q2 		$924K Buy
+35,130
New +$1.08M 0.02% 362

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Analytic Investors's TEX Position: Q4 2013 in Review

Analytic Investors sold out of Terex (TEX) in Q4 2013, closing a stake of 62,674 shares — an estimated $2.11M sold.

Analytic Investors first reported a position in TEX in Q2 2013 and held it in 2 quarters. The position peaked at $2.11M in Q3 2013. 294 funds tracked by Wall St. Rank hold TEX as of Q4 2013.

  • Analytic Investors reported no remaining Terex position as of Q4 2013 after selling out during the quarter.
  • Analytic Investors sold 62,674 Terex shares in Q4 2013, an estimated $2.11M.
  • Analytic Investors first reported a position in Terex in Q2 2013 and held it in 2 quarters.
  • Analytic Investors's Terex position peaked at $2.11M in Q3 2013.
  • 294 funds tracked by Wall St. Rank held Terex as of Q4 2013.

Based on Analytic Investors's 13F filing for Q4 2013, filed 13 Feb 2014.