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Chicago Partners Investment Group’s Terex TEX Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-1,850
Closed -$57K – 853
2018
Q3 		$57K Buy
1,850
+400
+28% +$16.3K 0.01% 498
2018
Q2 		$61K Buy
1,450
+1,100
+314% +$43.7K 0.01% 453
2018
Q1 		$13K Hold
350
– – ﹤0.01% 728
2017
Q4 		$17K Hold
350
– – ﹤0.01% 654
2017
Q3 		$16K Sell
350
-350
-50% -$13.8K ﹤0.01% 687
2017
Q2 		$24K Buy
+700
New +$23.7K 0.01% 490

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chicago Partners Investment Group's TEX Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Terex (TEX) in Q4 2018, closing a stake of 1,850 shares — an estimated $57K sold.

Chicago Partners Investment Group first reported a position in TEX in Q2 2017 and held it in 6 quarters. The position peaked at $61K in Q2 2018. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,850 Terex shares in Q4 2018, an estimated $57K.
  • Chicago Partners Investment Group first reported a position in Terex in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Terex position peaked at $61K in Q2 2018.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.