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Baltimore-Washington Financial Advisors’s Terex TEX Stock Holding History

Baltimore-Washington Financial 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
Q4 		– Sell
-421
Closed -$7K – 240
2015
Q3 		$7K Buy
+421
New +$9.18K ﹤0.01% 219

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TEX Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Terex (TEX) in Q4 2015, closing a stake of 421 shares — an estimated $7K sold.

Baltimore-Washington Financial Advisors first reported a position in TEX in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 251 funds tracked by Wall St. Rank hold TEX as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Terex position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 421 Terex shares in Q4 2015, an estimated $7K.
  • Baltimore-Washington Financial Advisors first reported a position in Terex in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Terex position peaked at $7K in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Terex as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.