$TEX icon$

Bartlett & Co’s Terex TEX Stock Holding History

Bartlett & Co’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	-$2K	–	729
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	671
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	718
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	669
2017 Q3	$2K	Hold	37	–	–	﹤0.01%	655
2017 Q2	$1K	Hold	37	–	–	﹤0.01%	672
2017 Q1	$1K	Hold	37	–	–	﹤0.01%	689
2016 Q4	$1K	Hold	37	–	–	﹤0.01%	689
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	686
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	715
2016 Q1	$1K	Hold	37	–	–	﹤0.01%	696
2015 Q4	$1K	Hold	37	–	–	﹤0.01%	740
2015 Q3	$1K	Hold	37	–	–	﹤0.01%	735
2015 Q2	$1K	Hold	37	–	–	﹤0.01%	726
2015 Q1	$1K	Hold	37	–	–	﹤0.01%	704
2014 Q4	$1K	Hold	37	–	–	﹤0.01%	803
2014 Q3	$1K	Hold	37	–	–	﹤0.01%	686
2014 Q2	$2K	Buy	+37	New	+$1.5K	﹤0.01%	699

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Bartlett & Co sold out of Terex (TEX) in Q3 2018, closing a stake of 37 shares — an estimated $2K sold.

Bartlett & Co first reported a position in TEX in Q2 2014 and held it in 17 quarters. The position peaked at $2K in Q2 2018. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

Bartlett & Co reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
Bartlett & Co sold 37 Terex shares in Q3 2018, an estimated $2K.
Bartlett & Co first reported a position in Terex in Q2 2014 and held it in 17 quarters.
Bartlett & Co's Terex position peaked at $2K in Q2 2018.
297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on Bartlett & Co's 13F filing for Q3 2018, filed 15 Oct 2018.