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Camarda Financial Advisors’s Terex TEX Stock Holding History

Camarda Financial 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
Q3 		– Sell
-303
Closed -$6K – 250
2016
Q2 		$6K Sell
303
-52,790
-99% -$1.21M ﹤0.01% 228
2016
Q1 		$1.32M Sell
53,093
-10,451
-16% -$219K 0.82% 42
2015
Q4 		$1.17M Buy
63,544
+9,274
+17% +$183K 0.72% 51
2015
Q3 		$974K Buy
54,270
+3,241
+6% +$70.7K 0.61% 57
2015
Q2 		$1.19M Buy
51,029
+10,585
+26% +$279K 0.66% 51
2015
Q1 		$1.07M Buy
+40,444
New +$1.02M 0.6% 43

Other funds holding TEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Camarda Financial Advisors's TEX Position: Q3 2016 in Review

Camarda Financial Advisors sold out of Terex (TEX) in Q3 2016, closing a stake of 303 shares — an estimated $6K sold.

Camarda Financial Advisors first reported a position in TEX in Q1 2015 and held it in 6 quarters. The position peaked at $1.32M in Q1 2016. 235 funds tracked by Wall St. Rank hold TEX as of Q3 2016.

  • Camarda Financial Advisors reported no remaining Terex position as of Q3 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 303 Terex shares in Q3 2016, an estimated $6K.
  • Camarda Financial Advisors first reported a position in Terex in Q1 2015 and held it in 6 quarters.
  • Camarda Financial Advisors's Terex position peaked at $1.32M in Q1 2016.
  • 235 funds tracked by Wall St. Rank held Terex as of Q3 2016.

Based on Camarda Financial Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.