BCA
TEX icon

Benchmark Capital Advisors’s Terex TEX Stock Holding History

Benchmark Capital 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
2017
Q2 		– Sell
-27,700
Closed -$870K – 140
2017
Q1 		$870K Sell
27,700
-1,100
-4% -$34.6K 0.69% 44
2016
Q4 		$908K Sell
28,800
-1,100
-4% -$30.5K 0.75% 40
2016
Q3 		$760K Sell
29,900
-1,100
-4% -$25.6K 0.57% 52
2016
Q2 		$630K Sell
31,000
-2,200
-7% -$50.3K 0.51% 54
2016
Q1 		$826K Sell
33,200
-1,000
-3% -$20.9K 0.72% 44
2015
Q4 		$632K Sell
34,200
-2,000
-6% -$39.5K 0.53% 55
2015
Q3 		$649K Sell
36,200
-2,800
-7% -$61.1K 0.53% 57
2015
Q2 		$907K Sell
39,000
-4,500
-10% -$119K 0.64% 49
2015
Q1 		$1.16M Sell
43,500
-6,100
-12% -$154K 0.76% 43
2014
Q4 		$1.38M Buy
49,600
+23,150
+88% +$662K 0.93% 32
2014
Q3 		$840K Buy
+26,450
New +$967K 0.58% 57
2014
Q2 		– Sell
-18,300
Closed -$811K – 131
2014
Q1 		$811K Sell
18,300
-1,450
-7% -$60.9K 0.56% 62
2013
Q4 		$829K Sell
19,750
-3,450
-15% -$125K 0.57% 57
2013
Q3 		$780K Sell
23,200
-200
-0.9% -$6.06K 0.56% 57
2013
Q2 		$615K Buy
+23,400
New +$723K 0.47% 67

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Benchmark Capital Advisors's TEX Position: Q2 2017 in Review

Benchmark Capital Advisors sold out of Terex (TEX) in Q2 2017, closing a stake of 27,700 shares — an estimated $870K sold.

Benchmark Capital Advisors first reported a position in TEX in Q2 2013 and held it in 15 quarters. The position peaked at $1.38M in Q4 2014. 245 funds tracked by Wall St. Rank hold TEX as of Q2 2017.

  • Benchmark Capital Advisors reported no remaining Terex position as of Q2 2017 after selling out during the quarter.
  • Benchmark Capital Advisors sold 27,700 Terex shares in Q2 2017, an estimated $870K.
  • Benchmark Capital Advisors first reported a position in Terex in Q2 2013 and held it in 15 quarters.
  • Benchmark Capital Advisors's Terex position peaked at $1.38M in Q4 2014.
  • 245 funds tracked by Wall St. Rank held Terex as of Q2 2017.

Based on Benchmark Capital Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.