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Calamos Wealth Management’s Terex TEX Stock Holding History

Calamos 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
2014
Q4 		– Sell
-17,715
Closed -$563K – 227
2014
Q3 		$563K Buy
17,715
+40
+0.2% +$1.46K 0.16% 172
2014
Q2 		$726K Buy
+17,675
New +$719K 0.21% 156

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Calamos Wealth Management's TEX Position: Q4 2014 in Review

Calamos Wealth Management sold out of Terex (TEX) in Q4 2014, closing a stake of 17,715 shares — an estimated $563K sold.

Calamos Wealth Management first reported a position in TEX in Q2 2014 and held it in 2 quarters. The position peaked at $726K in Q2 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Calamos Wealth Management reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 17,715 Terex shares in Q4 2014, an estimated $563K.
  • Calamos Wealth Management first reported a position in Terex in Q2 2014 and held it in 2 quarters.
  • Calamos Wealth Management's Terex position peaked at $726K in Q2 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Calamos Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.