CFD
TEX icon

Creative Financial Designs’s Terex TEX Stock Holding History

Creative Financial Designs’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
-121
Closed -$3K – 648
2018
Q4 		$3K Hold
121
– – ﹤0.01% 493
2018
Q3 		$5K Buy
+121
New +$4.92K ﹤0.01% 538

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creative Financial Designs's TEX Position: Q1 2019 in Review

Creative Financial Designs sold out of Terex (TEX) in Q1 2019, closing a stake of 121 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in TEX in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

  • Creative Financial Designs reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
  • Creative Financial Designs sold 121 Terex shares in Q1 2019, an estimated $3K.
  • Creative Financial Designs first reported a position in Terex in Q3 2018 and held it in 2 quarters.
  • Creative Financial Designs's Terex position peaked at $5K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.