$TEX icon$

Claro Advisors’s Terex TEX Stock Holding History

Claro 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
2019 Q1	–	Sell	-17	Closed	-$1K	–	846
2018 Q4	$1K	Buy	+17	New	+$544	﹤0.01%	1068

Other funds holding TEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Claro Advisors's TEX Position: Q1 2019 in Review

Claro Advisors sold out of Terex (TEX) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

Claro Advisors first reported a position in TEX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

Claro Advisors reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 17 Terex shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in Terex in Q4 2018 and held it in 1 quarter.
Claro Advisors's Terex position peaked at $1K in Q4 2018.
277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.