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B. Riley Wealth Management’s Terex TEX Stock Holding History

B. Riley Wealth Management’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
-1,600
Closed -$37K – 681
2015
Q2 		$37K Buy
1,600
+160
+11% +$4.22K 0.03% 479
2015
Q1 		$38K Sell
1,440
-100
-6% -$2.53K 0.03% 464
2014
Q4 		$42K Buy
1,540
+1,290
+516% +$36.9K 0.03% 419
2014
Q3 		$36K Sell
250
-1,450
-85% -$53K 0.03% 480
2014
Q2 		$69K Hold
1,700
– – 0.04% 409
2014
Q1 		$75K Buy
+1,700
New +$71.4K 0.06% 374

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

B. Riley Wealth Management's TEX Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Terex (TEX) in Q3 2015, closing a stake of 1,600 shares — an estimated $37K sold.

B. Riley Wealth Management first reported a position in TEX in Q1 2014 and held it in 6 quarters. The position peaked at $75K in Q1 2014. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,600 Terex shares in Q3 2015, an estimated $37K.
  • B. Riley Wealth Management first reported a position in Terex in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Terex position peaked at $75K in Q1 2014.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.