BCWM
TEX icon

Bartlett & Co Wealth Management’s Terex TEX Stock Holding History

Bartlett & Co 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
2018
Q3 		– Sell
-37
Closed -$1.56K – 739
2018
Q2 		$1.56K Hold
37
– – ﹤0.01% 671
2018
Q1 		$1.38K Buy
+37
New +$1.6K ﹤0.01% 705

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bartlett & Co Wealth Management's TEX Position: Q3 2018 in Review

Bartlett & Co Wealth Management sold out of Terex (TEX) in Q3 2018, closing a stake of 37 shares — an estimated $1.56K sold.

Bartlett & Co Wealth Management first reported a position in TEX in Q1 2018 and held it in 2 quarters. The position peaked at $1.56K in Q2 2018. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

  • Bartlett & Co Wealth Management reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 37 Terex shares in Q3 2018, an estimated $1.56K.
  • Bartlett & Co Wealth Management first reported a position in Terex in Q1 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Terex position peaked at $1.56K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2018, filed 13 Feb 2024.