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Broadview Advisors’s Terex TEX Stock Holding History

Broadview 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
Q3 		– Sell
-196,500
Closed -$4.57M – 96
2015
Q2 		$4.57M Sell
196,500
-10,575
-5% -$279K 0.48% 71
2015
Q1 		$5.51M Sell
207,075
-122,200
-37% -$3.09M 0.55% 66
2014
Q4 		$9.18M Sell
329,275
-1,500
-0.5% -$42.9K 0.93% 47
2014
Q3 		$10.5M Sell
330,775
-71,800
-18% -$2.62M 1.15% 44
2014
Q2 		$16.5M Buy
402,575
+30,500
+8% +$1.24M 1.61% 21
2014
Q1 		$16.5M Buy
372,075
+3,975
+1% +$167K 1.65% 16
2013
Q4 		$15.5M Buy
368,100
+64,475
+21% +$2.34M 1.67% 18
2013
Q3 		$10.2M Buy
303,625
+95,400
+46% +$2.89M 1.18% 37
2013
Q2 		$5.48M Buy
+208,225
New +$6.43M 0.77% 58

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

Broadview Advisors's TEX Position: Q3 2015 in Review

Broadview Advisors sold out of Terex (TEX) in Q3 2015, closing a stake of 196,500 shares — an estimated $4.57M sold.

Broadview Advisors first reported a position in TEX in Q2 2013 and held it in 9 quarters. The position peaked at $16.5M in Q2 2014. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • Broadview Advisors reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • Broadview Advisors sold 196,500 Terex shares in Q3 2015, an estimated $4.57M.
  • Broadview Advisors first reported a position in Terex in Q2 2013 and held it in 9 quarters.
  • Broadview Advisors's Terex position peaked at $16.5M in Q2 2014.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on Broadview Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.