$TEX icon$

Burt Wealth Advisors’s Terex TEX Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-600	Closed	-$15K	–	552
2016 Q1	$15K	Buy	+600	New	+$12.6K	0.01%	285

Other funds holding TEX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Burt Wealth Advisors's TEX Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Terex (TEX) in Q2 2016, closing a stake of 600 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in TEX in Q1 2016 and held it in 1 quarter. The position peaked at $15K in Q1 2016. 252 funds tracked by Wall St. Rank hold TEX as of Q2 2016.

Burt Wealth Advisors reported no remaining Terex position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 600 Terex shares in Q2 2016, an estimated $15K.
Burt Wealth Advisors first reported a position in Terex in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Terex position peaked at $15K in Q1 2016.
252 funds tracked by Wall St. Rank held Terex as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.